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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 | $405,917 | $101,778+298.8% | $164,975+146.0% | $80,925+401.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.22% | 16.73%+0.5pp | 70.12%-52.9pp | 35.65%-18.4pp |
| Employer contribution / active EE | $11,214 | $2,954+279.6% | $4,343+158.2% | $2,756+306.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $58,981 | $8,221+617.4% | $12,688+364.9% | $6,940+749.9% |