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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 | $613,203 | $161,352+280.0% | $134,172+357.0% | $137,256+346.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.33% | 28.72%-17.4pp | 25.30%-14.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $12,500 | $4,099+205.0% | $3,420+265.5% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,271 | $15,028+1.6% | $12,016+27.1% | $12,270+24.5% |