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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 | $384,093 | $143,969+166.8% | $199,883+92.2% | $82,637+364.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 22.29% | 25.67%-3.4pp | 43.81%-21.5pp | 53.51%-31.2pp |
| Employer contribution / active EE | $26,956 | $4,632+481.9% | $6,261+330.5% | $2,552+956.2% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,602 | $14,597+191.8% | $17,268+146.7% | $7,339+480.5% |