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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 | $441,463 | $45,312+874.3% | $86,233+411.9% | $67,986+549.3% |
| Participation rate | 99.1% | 42.4%+56.7pp | 69.0%+30.1pp | 57.2%+41.9pp |
| Annual return | 19.17% | 24.79%-5.6pp | 61.39%-42.2pp | 31.67%-12.5pp |
| Employer contribution / active EE | $26,181 | $1,160+2157.8% | $2,504+945.4% | $2,019+1196.9% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $12,088 | $3,295+266.9% | $8,342+44.9% | $3,203+277.4% |