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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 | $500,024 | $136,307+266.8% | $106,619+369.0% | $273,972+82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.11% | 11.05%-1.9pp | 9.42%-0.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $14,037 | $5,190+170.5% | $3,947+255.7% | $4,869+188.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,028 | $8,625+120.6% | $6,418+196.5% | $10,133+87.8% |