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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 | $409,595 | $83,090+393.0% | $130,062+214.9% | $71,529+472.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 23.25% | 20.61%+2.6pp | -137.37%+160.6pp | 28.97%-5.7pp |
| Employer contribution / active EE | $11,070 | $2,624+322.0% | $4,322+156.1% | $2,590+327.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $8,882 | $1,727+414.3% | $10,601-16.2% | $1,588+459.2% |