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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 | $499,658 | $50,464+890.1% | $75,784+559.3% | $52,331+854.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 32.74% | 1.03%+31.7pp | 9.68%+23.1pp | 4.54%+28.2pp |
| Employer contribution / active EE | $18,204 | $1,988+815.5% | $3,323+447.8% | $1,882+867.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $17,560 | $1,103+1492.2% | $5,300+231.3% | $592+2868.2% |