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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 | $512,653 | $377,972+35.6% | $300,297+70.7% | $382,429+34.1% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 11.65% | 4.19%+7.5pp | 6.06%+5.6pp | 248.85%-237.2pp |
| Employer contribution / active EE | $13,217 | $5,545+138.4% | $4,605+187.0% | $8,036+64.5% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $47,759 | $20,122+137.3% | $16,510+189.3% | $30,732+55.4% |