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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 | $497,739 | $80,983+514.6% | $96,544+415.6% | $75,177+562.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.23% | 27.05%-3.8pp | 25.88%-2.6pp | 160.75%-137.5pp |
| Employer contribution / active EE | $5,289 | $2,282+131.7% | $2,966+78.3% | $2,671+98.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $40,464 | $6,717+502.5% | $8,254+390.2% | $5,651+616.0% |