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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 | $794,406 | $86,940+813.7% | $102,434+675.5% | $80,935+881.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.24% | 18.89%-3.7pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $32,815 | $2,370+1284.8% | $3,023+985.5% | $2,757+1090.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $41,138 | $8,047+411.2% | $9,462+334.8% | $6,924+494.1% |