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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 | $605,317 | $93,345+548.5% | $119,126+408.1% | $87,485+591.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 30.04% | 19.08%+11.0pp | 282.11%-252.1pp | 26.06%+4.0pp |
| Employer contribution / active EE | $11,874 | $3,172+274.4% | $4,034+194.4% | $2,596+357.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,818 | $8,039-15.2% | $10,693-36.2% | $7,775-12.3% |