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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 | $349,530 | $57,350+509.5% | $83,850+316.9% | $64,181+444.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.95% | 11.38%-3.4pp | 850.92%-843.0pp | 7.63%+0.3pp |
| Employer contribution / active EE | $16,975 | $2,545+566.9% | $3,631+367.5% | $2,381+613.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,058 | $4,046+123.9% | $5,478+65.3% | $4,887+85.3% |