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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 | $314,076 | $211,288+48.6% | $178,540+75.9% | $145,884+115.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.52% | 30.27%+0.2pp | 27.15%+3.4pp | 551.85%-521.3pp |
| Employer contribution / active EE | $13,473 | $4,574+194.6% | $3,953+240.8% | $4,662+189.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,750 | $12,105-60.8% | $10,424-54.4% | $13,392-64.5% |