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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 | $407,976 | $101,950+300.2% | $125,529+225.0% | $86,983+369.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 34.96% | 18.29%+16.7pp | 202.56%-167.6pp | 25.83%+9.1pp |
| Employer contribution / active EE | $17,868 | $2,358+657.7% | $3,058+484.4% | $2,584+591.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $13,412 | $12,791+4.9% | $16,298-17.7% | $7,856+70.7% |