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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 | $522,505 | $106,524+390.5% | $152,301+243.1% | $87,485+497.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.09% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $32,973 | $3,371+878.0% | $4,624+613.0% | $2,596+1170.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $27,487 | $8,287+231.7% | $14,398+90.9% | $7,775+253.5% |