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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 | $480,550 | $60,349+696.3% | $74,183+547.8% | $62,891+664.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 15.33% | 21.37%-6.0pp | 17.74%-2.4pp | 20.14%-4.8pp |
| Employer contribution / active EE | $8,889 | $1,680+429.1% | $2,370+275.0% | $2,281+289.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,409 | $4,261+238.2% | $5,586+158.0% | $4,296+235.4% |