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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 | $355,659 | $73,988+380.7% | $96,538+268.4% | $75,177+373.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.87% | 26.73%-9.9pp | 35.74%-18.9pp | 160.75%-143.9pp |
| Employer contribution / active EE | $12,716 | $2,930+333.9% | $3,740+240.0% | $2,671+376.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,764 | $5,220+163.7% | $6,737+104.3% | $5,651+143.5% |