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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 | $765,409 | $211,105+262.6% | $178,449+328.9% | $145,978+424.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.59% | 30.19%-4.6pp | 27.09%-1.5pp | 550.52%-524.9pp |
| Employer contribution / active EE | $24,525 | $4,569+436.8% | $3,951+520.8% | $4,662+426.1% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,690 | $12,017-44.3% | $10,362-35.4% | $13,400-50.1% |