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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 | $869,488 | $162,821+434.0% | $133,978+549.0% | $158,982+446.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.81% | 41.95%-31.1pp | 45.10%-34.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $33,278 | $4,976+568.7% | $3,919+749.1% | $4,763+598.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $38,255 | $11,742+225.8% | $8,930+328.4% | $11,252+240.0% |