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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 | $573,983 | $110,379+420.0% | $102,412+460.5% | $145,884+293.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $24,561 | $4,216+482.6% | $3,870+534.7% | $4,662+426.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,443 | $9,745+48.2% | $8,388+72.2% | $13,392+7.8% |