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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,882 | $95,453+251.9% | $112,040+199.8% | $82,448+307.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 47.11% | 23.92%+23.2pp | 24.52%+22.6pp | 41.64%+5.5pp |
| Employer contribution / active EE | $3,538 | $2,318+52.6% | $2,954+19.8% | $2,551+38.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,794 | $9,013-80.1% | $12,098-85.2% | $7,234-75.2% |