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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 | $300,677 | $93,617+221.2% | $135,982+121.1% | $75,177+300.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.38% | 30.89%-5.5pp | 68.32%-42.9pp | 160.75%-135.4pp |
| Employer contribution / active EE | $9,155 | $3,538+158.7% | $4,859+88.4% | $2,671+242.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,768 | $6,980-46.0% | $10,767-65.0% | $5,651-33.3% |