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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 | $361,085 | $138,393+160.9% | $184,256+96.0% | $80,959+346.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.90% | 20.01%-1.1pp | 28.85%-9.9pp | 35.67%-16.8pp |
| Employer contribution / active EE | $24,069 | $4,847+396.5% | $6,427+274.5% | $2,757+773.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $29,343 | $10,489+179.7% | $13,899+111.1% | $6,925+323.7% |