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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 | $254,613 | $86,940+192.9% | $102,434+148.6% | $80,935+214.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 93.37% | 18.89%+74.5pp | 29.46%+63.9pp | 35.66%+57.7pp |
| Employer contribution / active EE | $25,490 | $2,370+975.7% | $3,023+743.2% | $2,757+824.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,348 | $8,047-46.0% | $9,462-54.0% | $6,924-37.2% |