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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 | $325,747 | $123,793+163.1% | $177,827+83.2% | $79,858+307.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.05% | 22.82%-11.8pp | 48.32%-37.3pp | 31.72%-20.7pp |
| Employer contribution / active EE | $24,262 | $4,095+492.4% | $5,918+309.9% | $2,471+881.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,571 | $7,243+128.8% | $12,429+33.3% | $5,306+212.3% |