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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 | $321,895 | $80,983+297.5% | $96,544+233.4% | $75,177+328.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.29% | 27.05%-5.8pp | 25.88%-4.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $19,107 | $2,282+737.1% | $2,966+544.1% | $2,671+615.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,588 | $6,717+132.1% | $8,254+88.8% | $5,651+175.8% |