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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 | $288,572 | $60,349+378.2% | $74,184+289.0% | $62,881+358.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 24.21% | 21.38%+2.8pp | 17.74%+6.5pp | 20.14%+4.1pp |
| Employer contribution / active EE | $7,867 | $1,680+368.2% | $2,370+231.9% | $2,281+244.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,456 | $4,261+192.3% | $5,586+123.0% | $4,296+190.0% |