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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 | $691,590 | $90,486+664.3% | $78,676+779.0% | $273,972+152.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.65% | 75.62%-72.0pp | 62.19%-58.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $35,000 | $3,175+1002.4% | $2,850+1128.1% | $4,869+618.9% |
| Participant deferral / active EE | $35,077 | $3,901+799.1% | $3,517+897.4% | $5,287+563.4% |
| Admin fee / account holder | $616,174 | $5,263+11607.2% | $4,510+13562.3% | $10,133+5981.1% |