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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 | $402,907 | $96,956+315.6% | $69,779+477.4% | $273,972+47.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 26.18% | 12.93%+13.3pp | 12.99%+13.2pp | 41.46%-15.3pp |
| Employer contribution / active EE | $6,930 | $3,316+109.0% | $2,338+196.4% | $4,869+42.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,596 | $7,934+310.8% | $4,381+644.0% | $10,133+221.7% |