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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 | $343,721 | $69,383+395.4% | $101,275+239.4% | $73,497+367.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 21.28% | 18.46%+2.8pp | 46.48%-25.2pp | 28.51%-7.2pp |
| Employer contribution / active EE | $12,107 | $2,628+360.6% | $3,660+230.8% | $2,270+433.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,950 | $704+1455.8% | $5,948+84.1% | $513+2034.1% |