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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 | $263,115 | $56,894+362.5% | $84,753+210.5% | $62,881+318.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 39.11% | 6.30%+32.8pp | 22.78%+16.3pp | 20.14%+19.0pp |
| Employer contribution / active EE | $11,859 | $2,400+394.2% | $3,574+231.8% | $2,281+419.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $80,641 | $3,581+2152.0% | $5,333+1412.1% | $4,296+1777.2% |