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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 | $457,160 | $86,919+426.0% | $102,457+346.2% | $80,911+465.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.02% | 18.90%-4.9pp | 29.41%-15.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $15,496 | $2,368+554.3% | $3,022+412.7% | $2,756+462.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $51,347 | $8,049+537.9% | $9,451+443.3% | $6,935+640.4% |