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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 | $725,277 | $90,504+701.4% | $78,690+821.7% | $273,965+164.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.64% | 75.61%-68.0pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $26,414 | $3,176+731.7% | $2,851+826.6% | $4,869+442.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,709 | $5,263-67.5% | $4,511-62.1% | $10,132-83.1% |