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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 | $512,876 | $86,949+489.9% | $102,460+400.6% | $80,959+533.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.28% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $25,197 | $2,370+963.3% | $3,025+732.9% | $2,757+813.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,028 | $8,048+99.2% | $9,460+69.4% | $6,925+131.4% |