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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 | $356,585 | $90,509+294.0% | $78,693+353.1% | $273,968+30.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | 75.61%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $36,856 | $3,175+1060.8% | $2,850+1193.2% | $4,869+657.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $113,521 | $5,264+2056.6% | $4,511+2416.7% | $10,132+1020.4% |