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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 | $282,745 | $77,817+263.3% | $123,553+128.8% | $64,173+340.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 19.13% | 12.49%+6.6pp | 119.21%-100.1pp | 7.63%+11.5pp |
| Employer contribution / active EE | $13,037 | $3,014+332.5% | $4,628+181.7% | $2,381+447.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,534 | $5,519-36.0% | $9,284-61.9% | $4,887-27.7% |