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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 | $617,888 | $96,956+537.3% | $69,779+785.5% | $273,972+125.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.01% | 12.93%-0.9pp | 12.99%-1.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $7,689 | $3,316+131.9% | $2,338+228.8% | $4,869+57.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $44,683 | $7,934+463.2% | $4,381+920.0% | $10,133+341.0% |