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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 | $255,823 | $77,816+228.8% | $123,552+107.1% | $64,173+298.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 4.52% | 12.49%-8.0pp | 119.20%-114.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $14,706 | $3,014+387.9% | $4,628+217.8% | $2,381+517.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,027 | $5,519+117.9% | $9,285+29.5% | $4,887+146.1% |