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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 | $696,487 | $102,385+580.3% | $147,080+373.5% | $80,935+760.5% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.2pp | 67.7%+18.8pp |
| Annual return | 14.44% | 135.09%-120.7pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $32,830 | $3,717+783.3% | $4,933+565.5% | $2,757+1090.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $40,337 | $7,951+407.3% | $12,989+210.6% | $6,924+482.5% |