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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 | $410,295 | $82,882+395.0% | $127,803+221.0% | $72,975+462.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 18.55% | 32.20%-13.6pp | 26.14%-7.6pp | 81.01%-62.5pp |
| Employer contribution / active EE | $24,704 | $3,346+638.2% | $4,576+439.9% | $2,440+912.4% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,478 | $6,487+30.7% | $9,399-9.8% | $5,124+65.5% |