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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 | $437,303 | $57,350+662.5% | $83,850+421.5% | $64,181+581.4% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.8pp | 69.6%+28.4pp |
| Annual return | 4.16% | 11.38%-7.2pp | 850.92%-846.8pp | 7.63%-3.5pp |
| Employer contribution / active EE | $7,041 | $2,545+176.6% | $3,631+93.9% | $2,381+195.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $24,823 | $4,046+513.5% | $5,478+353.1% | $4,887+407.9% |