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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 | $561,178 | $96,558+481.2% | $80,977+593.0% | $273,972+104.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.44% | 15.14%-11.7pp | 17.11%-13.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $37,500 | $4,869+670.2% | $3,715+909.5% | $4,869+670.2% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,418 | $7,493-41.0% | $5,517-19.9% | $10,133-56.4% |