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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 | $401,541 | $115,931+246.4% | $185,441+116.5% | $86,983+361.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 12.84% | 21.47%-8.6pp | 20.16%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $15,441 | $2,937+425.8% | $4,672+230.5% | $2,584+497.4% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,198 | $10,687-79.4% | $17,890-87.7% | $7,856-72.0% |