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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 | $296,968 | $67,602+339.3% | $82,312+260.8% | $70,126+323.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.42% | 21.57%+1.9pp | 25.88%-2.5pp | 73.15%-49.7pp |
| Employer contribution / active EE | $7,764 | $1,755+342.4% | $2,428+219.7% | $2,343+231.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,226 | $4,512+38.0% | $5,608+11.0% | $4,645+34.0% |