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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 | $473,925 | $108,825+335.5% | $156,181+203.4% | $82,448+474.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 38.46% | 20.59%+17.9pp | 64.87%-26.4pp | 41.64%-3.2pp |
| Employer contribution / active EE | $12,378 | $2,870+331.3% | $4,294+188.3% | $2,551+385.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,081 | $9,341-88.4% | $14,586-92.6% | $7,234-85.1% |