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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 | $123,000+307.5% | $105,582+374.7% | $198,609+152.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 16.85% | 18.31%-1.5pp | 18.61%-1.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $16,663 | $3,582+365.2% | $2,984+458.4% | $5,055+229.6% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,595 | $16,254-34.8% | $12,856-17.6% | $19,030-44.3% |