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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 | $468,652 | $110,083+325.7% | $151,639+209.1% | $68,486+584.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 25.72% | -10.12%+35.8pp | 3.34%+22.4pp | -7.85%+33.6pp |
| Employer contribution / active EE | $25,851 | $4,470+478.3% | $6,165+319.3% | $2,597+895.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,849 | $7,718+66.5% | $11,613+10.6% | $5,404+137.8% |