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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 | $115,931+308.8% | $185,441+155.6% | $86,983+444.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 38.46% | 21.47%+17.0pp | 20.16%+18.3pp | 25.83%+12.6pp |
| Employer contribution / active EE | $12,378 | $2,937+321.5% | $4,672+164.9% | $2,584+378.9% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,081 | $10,687-89.9% | $17,890-94.0% | $7,856-86.2% |