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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 | $701,060 | $80,985+765.7% | $96,576+625.9% | $75,181+832.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.88% | 27.05%-4.2pp | 25.87%-3.0pp | 160.69%-137.8pp |
| Employer contribution / active EE | $21,296 | $2,282+833.0% | $2,965+618.3% | $2,671+697.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36,498 | $6,719+443.2% | $8,253+342.3% | $5,650+546.0% |