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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 | $264,868 | $145,431+82.1% | $211,142+25.4% | $87,485+202.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.73% | 27.21%-9.5pp | 46.84%-29.1pp | 26.06%-8.3pp |
| Employer contribution / active EE | $10,000 | $4,662+114.5% | $6,442+55.2% | $2,596+285.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $445 | $17,052-97.4% | $19,076-97.7% | $7,775-94.3% |