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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 | $278,462 | $63,861+336.0% | $104,614+166.2% | $79,858+248.7% |
| Participation rate | 96.4% | 64.9%+31.5pp | 74.1%+22.4pp | 69.6%+26.8pp |
| Annual return | 12.98% | 21.30%-8.3pp | 340.56%-327.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $11,067 | $1,588+596.8% | $2,681+312.8% | $2,471+347.9% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,739-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35,675 | $4,185+752.5% | $6,464+451.9% | $5,306+572.4% |