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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 | $411,611 | $80,983+408.3% | $96,544+326.3% | $75,177+447.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.51% | 27.05%-13.5pp | 25.88%-12.4pp | 160.75%-147.2pp |
| Employer contribution / active EE | $24,221 | $2,282+961.2% | $2,966+716.5% | $2,671+806.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $61,314 | $6,717+812.9% | $8,254+642.8% | $5,651+985.0% |