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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 | $501,232 | $107,733+365.3% | $92,985+439.0% | $154,746+223.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.85% | 30.39%-13.5pp | 27.99%-11.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $16,663 | $3,126+433.0% | $2,662+525.9% | $4,379+280.5% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,595 | $11,369-6.8% | $9,463+12.0% | $14,365-26.2% |