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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 | $545,115 | $110,212+394.6% | $96,534+464.7% | $139,466+290.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.85% | 26.42%-16.6pp | 25.88%-16.0pp | 373.66%-363.8pp |
| Employer contribution / active EE | $40,844 | $3,620+1028.3% | $2,965+1277.3% | $4,754+759.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,629 | $11,599-51.5% | $8,253-31.8% | $11,409-50.7% |