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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 | $552,974 | $104,098+431.2% | $140,514+293.5% | $94,015+488.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 22.40% | 15.14%+7.3pp | 14.36%+8.0pp | 17.84%+4.6pp |
| Employer contribution / active EE | $16,530 | $2,388+592.1% | $3,378+389.3% | $2,790+492.4% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $75,718 | $10,439+625.4% | $13,697+452.8% | $8,951+745.9% |