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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 | $277,814 | $101,798+172.9% | $165,071+68.3% | $80,935+243.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.23% | 16.73%+1.5pp | 70.17%-51.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $16,129 | $2,954+445.9% | $4,347+271.0% | $2,757+485.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,730 | $8,221+91.3% | $12,695+23.9% | $6,924+127.2% |