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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 | $97,648+317.8% | $121,663+235.3% | $87,485+366.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 34.96% | 18.03%+16.9pp | 147.54%-112.6pp | 26.06%+8.9pp |
| Employer contribution / active EE | $17,868 | $2,300+676.7% | $3,020+491.7% | $2,596+588.2% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,412 | $11,100+20.8% | $14,289-6.1% | $7,775+72.5% |