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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 | $582,386 | $101,795+472.1% | $165,100+252.7% | $80,959+619.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 25.44% | 16.73%+8.7pp | 70.21%-44.8pp | 35.67%-10.2pp |
| Employer contribution / active EE | $11,612 | $2,954+293.1% | $4,348+167.1% | $2,757+321.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,925 | $8,221+45.0% | $12,696-6.1% | $6,925+72.2% |