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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 | $357,387 | $92,219+287.5% | $76,768+365.5% | $135,379+164.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.46% | 5.46%+4.0pp | 2.43%+7.0pp | 519.79%-510.3pp |
| Employer contribution / active EE | $7,500 | $3,216+133.2% | $2,485+201.8% | $4,779+56.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,388 | $10,749+126.9% | $6,675+265.3% | $10,828+125.2% |