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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 | $499,918 | $80,983+517.3% | $96,544+417.8% | $75,177+565.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 54.81% | 27.05%+27.8pp | 25.88%+28.9pp | 160.75%-105.9pp |
| Employer contribution / active EE | $23,086 | $2,282+911.5% | $2,966+678.2% | $2,671+764.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,709 | $6,717+44.5% | $8,254+17.6% | $5,651+71.8% |