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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 | $256,310 | $72,269+254.7% | $101,271+153.1% | $79,852+221.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.47% | 22.29%-8.8pp | 46.48%-33.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $17,143 | $2,692+536.9% | $3,660+368.4% | $2,471+593.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,672 | $4,401+187.9% | $5,948+113.1% | $5,306+138.8% |