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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 | $590,996 | $123,478+378.6% | $216,567+172.9% | $94,015+528.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.46% | 23.61%-12.1pp | 12.94%-1.5pp | 17.84%-6.4pp |
| Employer contribution / active EE | $36,368 | $3,136+1059.8% | $5,216+597.3% | $2,790+1203.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $15,982 | $12,753+25.3% | $21,981-27.3% | $8,951+78.5% |