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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 | $429,992 | $99,345+332.8% | $84,753+407.3% | $273,972+56.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.35% | 22.93%-6.6pp | 22.78%-6.4pp | 41.46%-25.1pp |
| Employer contribution / active EE | $61,590 | $4,214+1361.6% | $3,574+1623.1% | $4,869+1165.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $302,158 | $6,645+4446.8% | $5,333+5565.7% | $10,133+2882.0% |