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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 | $580,533 | $176,786+228.4% | $146,643+295.9% | $167,536+246.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.24% | 24.04%-10.8pp | 22.75%-9.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $20,175 | $5,161+290.9% | $4,137+387.7% | $4,839+316.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,154 | $13,262-83.8% | $10,280-79.0% | $12,315-82.5% |