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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 | $598,800 | $124,314+381.7% | $109,163+448.5% | $167,518+257.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.76% | 26.04%+18.7pp | 25.75%+19.0pp | 478.71%-433.9pp |
| Employer contribution / active EE | $32,905 | $4,209+681.8% | $3,723+784.0% | $4,838+580.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,252 | $7,973-84.3% | $6,754-81.5% | $12,312-89.8% |