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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 | $330,383 | $95,453+246.1% | $112,040+194.9% | $82,448+300.7% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 58.06% | 23.92%+34.1pp | 24.52%+33.5pp | 41.64%+16.4pp |
| Employer contribution / active EE | $21,782 | $2,318+839.8% | $2,954+637.4% | $2,551+753.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,020 | $9,013-22.1% | $12,098-42.0% | $7,234-3.0% |