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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 | $250,822 | $78,672+218.8% | $109,163+129.8% | $85,856+192.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.20% | 25.09%+3.1pp | 25.75%+2.4pp | 318.58%-290.4pp |
| Employer contribution / active EE | $21,797 | $2,734+697.4% | $3,723+485.6% | $2,565+749.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,776 | $5,470+133.6% | $6,754+89.2% | $6,261+104.1% |