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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 | $529,484 | $63,082+739.4% | $81,726+547.9% | $79,856+563.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 92.34% | 22.66%+69.7pp | 29.49%+62.9pp | 31.71%+60.6pp |
| Employer contribution / active EE | $15,729 | $1,795+776.1% | $4,311+264.9% | $2,471+536.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,575 | $4,428+25.9% | $5,160+8.0% | $5,306+5.1% |