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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 | $516,533 | $98,776+422.9% | $149,745+244.9% | $79,856+546.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 40.94% | 27.38%+13.6pp | 276.72%-235.8pp | 31.71%+9.2pp |
| Employer contribution / active EE | $30,008 | $3,217+832.7% | $4,646+545.9% | $2,471+1114.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,182 | $6,053-47.4% | $9,312-65.8% | $5,306-40.0% |