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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 | $474,409 | $76,551+519.7% | $123,894+282.9% | $62,881+654.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.92% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $9,836 | $2,882+241.2% | $4,617+113.1% | $2,281+331.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26,960 | $4,826+458.7% | $8,357+222.6% | $4,296+527.6% |