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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 | $668,439 | $65,367+922.6% | $92,915+619.4% | $72,976+816.0% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 39.30% | 42.11%-2.8pp | 109.45%-70.2pp | 81.02%-41.7pp |
| Employer contribution / active EE | $11,335 | $2,594+337.0% | $3,653+210.3% | $2,440+364.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,335 | $4,251-68.6% | $5,796-77.0% | $5,124-73.9% |