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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 | $257,168 | $77,817+230.5% | $123,553+108.1% | $64,173+300.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.69% | 12.49%+4.2pp | 119.21%-102.5pp | 7.63%+9.1pp |
| Employer contribution / active EE | $8,475 | $3,014+181.2% | $4,628+83.1% | $2,381+256.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,818 | $5,519-30.8% | $9,284-58.9% | $4,887-21.9% |