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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 | $543,563 | $101,778+434.1% | $164,975+229.5% | $80,925+571.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.91% | 16.73%-4.8pp | 70.12%-58.2pp | 35.65%-23.7pp |
| Employer contribution / active EE | $17,140 | $2,954+480.3% | $4,343+294.7% | $2,756+521.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,086 | $8,221-50.3% | $12,688-67.8% | $6,940-41.1% |