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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 | $743,548 | $117,444+533.1% | $99,479+647.4% | $152,909+386.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.32% | 31.87%-12.5pp | 30.72%-11.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $25,241 | $3,014+737.5% | $2,540+893.6% | $4,764+429.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,631 | $7,635-13.2% | $6,253+6.0% | $11,601-42.8% |