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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 | $616,207 | $110,410+458.1% | $102,437+501.5% | $145,897+322.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 10.81% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $33,205 | $4,217+687.4% | $3,871+757.9% | $4,663+612.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,675 | $9,745+153.2% | $8,388+194.2% | $13,390+84.3% |