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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 | $779,975 | $138,385+463.6% | $184,243+323.3% | $80,925+863.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.57% | 20.02%-7.5pp | 28.82%-16.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $34,732 | $4,851+616.0% | $6,427+440.4% | $2,756+1160.1% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $27,785 | $10,489+164.9% | $13,914+99.7% | $6,940+300.4% |