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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 | $374,005 | $94,031+297.7% | $115,768+223.1% | $82,448+353.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.41% | 20.61%-6.2pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $15,517 | $2,323+567.9% | $2,940+427.8% | $2,551+508.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,522 | $10,249+51.4% | $12,439+24.8% | $7,234+114.6% |