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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 | $310,536 | $86,288+259.9% | $111,306+179.0% | $85,851+261.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 27.03% | 19.99%+7.0pp | 54.67%-27.6pp | 318.63%-291.6pp |
| Employer contribution / active EE | $15,641 | $2,044+665.3% | $2,732+472.5% | $2,565+509.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,606 | $8,189+66.1% | $7,966+70.8% | $6,261+117.3% |