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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 | $532,569 | $81,476+553.7% | $102,383+420.2% | $80,925+558.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.87% | 25.59%-13.7pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $28,113 | $3,105+805.5% | $3,870+626.4% | $2,756+920.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,448 | $6,717+263.9% | $8,391+191.3% | $6,940+252.3% |