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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 | $693,376 | $176,402+293.1% | $134,162+416.8% | $158,966+336.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.15% | 63.66%-55.5pp | 36.35%-28.2pp | 302.95%-294.8pp |
| Employer contribution / active EE | $30,000 | $5,042+495.0% | $3,705+709.7% | $4,762+529.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,159 | $8,719-63.8% | $6,685-52.7% | $11,250-71.9% |