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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 | $284,710 | $76,551+271.9% | $123,894+129.8% | $62,881+352.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.96% | 18.68%-3.7pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $13,085 | $2,882+354.0% | $4,617+183.4% | $2,281+473.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,735 | $4,826+18.8% | $8,357-31.4% | $4,296+33.5% |