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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 | $516,239 | $123,793+317.0% | $177,827+190.3% | $79,858+546.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.30% | 22.82%-9.5pp | 48.32%-35.0pp | 31.72%-18.4pp |
| Employer contribution / active EE | $9,774 | $4,095+138.7% | $5,918+65.2% | $2,471+295.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,790 | $7,243+145.6% | $12,429+43.1% | $5,306+235.3% |