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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 | $405,733 | $87,834+361.9% | $133,975+202.8% | $62,881+545.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.97% | 12.05%-5.1pp | 29.29%-22.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $9,483 | $3,482+172.3% | $5,211+82.0% | $2,281+315.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,146 | $5,372+219.1% | $9,324+83.9% | $4,296+299.1% |