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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 | $499,135 | $153,769+224.6% | $133,975+272.6% | $273,972+82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,367 | $6,029+88.5% | $5,211+118.1% | $4,869+133.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35,720 | $11,765+203.6% | $9,324+283.1% | $10,133+252.5% |