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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 | $300,842 | $81,504+269.1% | $102,437+193.7% | $80,959+271.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 108.27% | 25.60%+82.7pp | 24.95%+83.3pp | 35.67%+72.6pp |
| Employer contribution / active EE | $2,942 | $3,104-5.2% | $3,871-24.0% | $2,757+6.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $317 | $6,719-95.3% | $8,388-96.2% | $6,925-95.4% |