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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 | $303,872 | $96,731+214.1% | $123,973+145.1% | $86,983+249.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.44% | 17.33%-3.9pp | 388.13%-374.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $14,147 | $3,297+329.1% | $4,126+242.9% | $2,584+447.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,516 | $8,722-59.7% | $11,799-70.2% | $7,856-55.2% |