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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 | $444,186 | $87,037+410.3% | $106,201+318.2% | $80,874+449.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.27% | 17.05%-6.8pp | 116.26%-106.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $5,798 | $2,396+142.0% | $3,170+82.9% | $2,756+110.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,100 | $8,434+102.8% | $11,039+54.9% | $6,935+146.6% |