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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 | $548,547 | $81,358+574.2% | $155,556+252.6% | $80,959+577.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.94% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $28,450 | $3,106+815.9% | $4,675+508.5% | $2,757+931.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $38,763 | $7,994+384.9% | $15,885+144.0% | $6,925+459.7% |