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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 | $533,493 | $106,280+402.0% | $96,538+452.6% | $139,487+282.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 38.48%-24.9pp | 35.74%-22.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $29,143 | $4,107+609.6% | $3,740+679.2% | $4,755+512.9% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,475 | $7,888+70.8% | $6,737+100.0% | $11,407+18.1% |