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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 | $345,824 | $89,259+287.4% | $107,187+222.6% | $82,637+318.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 24.43% | 21.02%+3.4pp | 204.55%-180.1pp | 53.51%-29.1pp |
| Employer contribution / active EE | $19,991 | $3,080+549.0% | $3,782+428.5% | $2,552+683.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $72,922 | $7,381+887.9% | $9,162+695.9% | $7,339+893.7% |