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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 | $491,581 | $88,707+454.2% | $74,184+562.7% | $273,972+79.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $11,788 | $3,159+273.1% | $2,370+397.4% | $4,869+142.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82,330 | $8,717+844.5% | $5,586+1374.0% | $10,133+712.5% |