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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 | $421,025 | $55,684+656.1% | $75,900+454.7% | $72,976+476.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 27.86% | 27.60%+0.3pp | 30.73%-2.9pp | 81.02%-53.2pp |
| Employer contribution / active EE | $5,633 | $1,687+233.9% | $2,501+125.2% | $2,440+130.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $28,571 | $3,981+617.6% | $5,421+427.0% | $5,124+457.6% |