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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 | $255,183 | $81,504+213.1% | $102,437+149.1% | $80,959+215.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.27% | 25.60%-9.3pp | 24.95%-8.7pp | 35.67%-19.4pp |
| Employer contribution / active EE | $12,883 | $3,104+315.1% | $3,871+232.8% | $2,757+367.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $33,002 | $6,719+391.1% | $8,388+293.4% | $6,925+376.5% |