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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 | $457,813 | $80,984+465.3% | $96,569+374.1% | $75,173+509.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 29.71% | 27.05%+2.7pp | 25.87%+3.8pp | 160.65%-130.9pp |
| Employer contribution / active EE | $25,877 | $2,282+1033.8% | $2,965+772.7% | $2,670+869.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,318 | $6,720+98.2% | $8,251+61.4% | $5,651+135.7% |