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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 | $465,779 | $99,994+365.8% | $146,643+217.6% | $85,847+442.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 44.39% | 18.93%+25.5pp | 22.75%+21.6pp | 318.61%-274.2pp |
| Employer contribution / active EE | $10,967 | $2,559+328.6% | $4,137+165.1% | $2,565+327.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,516 | $7,703-2.4% | $10,280-26.9% | $6,261+20.0% |