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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 | $511,872 | $81,476+528.2% | $102,383+400.0% | $80,925+532.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.84% | 25.59%-8.8pp | 24.94%-8.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $15,589 | $3,105+402.1% | $3,870+302.8% | $2,756+465.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,924 | $6,717+47.7% | $8,391+18.3% | $6,940+43.0% |