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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 | $253,171 | $56,894+345.0% | $84,753+198.7% | $62,881+302.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 26.24% | 6.30%+19.9pp | 22.78%+3.5pp | 20.14%+6.1pp |
| Employer contribution / active EE | $19,297 | $2,400+704.1% | $3,574+439.9% | $2,281+746.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,843 | $3,581+7.3% | $5,333-27.9% | $4,296-10.5% |