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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 | $592,516 | $106,749+455.1% | $145,433+307.4% | $82,448+618.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 36.49% | 27.59%+8.9pp | 66.58%-30.1pp | 41.64%-5.1pp |
| Employer contribution / active EE | $1,197 | $3,444-65.2% | $4,554-73.7% | $2,551-53.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,008 | $8,390-52.2% | $13,129-69.5% | $7,234-44.6% |