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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 | $535,061 | $97,550+448.5% | $120,344+344.6% | $87,485+511.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 25.11% | 18.41%+6.7pp | 20.30%+4.8pp | 26.06%-1.0pp |
| Employer contribution / active EE | $4,506 | $2,291+96.7% | $3,020+49.2% | $2,596+73.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $31,462 | $9,543+229.7% | $12,742+146.9% | $7,775+304.7% |