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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 | $822,061 | $162,781+405.0% | $133,956+513.7% | $158,931+417.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.79% | 41.94%-26.2pp | 45.09%-29.3pp | 302.86%-287.1pp |
| Employer contribution / active EE | $23,857 | $4,975+379.5% | $3,919+508.8% | $4,761+401.1% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,250 | $11,736-89.3% | $8,927-86.0% | $11,247-88.9% |