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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 | $482,240 | $106,524+352.7% | $152,301+216.6% | $87,485+451.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 29.63% | 26.89%+2.7pp | 80.50%-50.9pp | 26.06%+3.6pp |
| Employer contribution / active EE | $26,427 | $3,371+683.9% | $4,624+471.5% | $2,596+917.9% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,692 | $8,287+17.0% | $14,398-32.7% | $7,775+24.7% |