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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 | $542,954 | $101,618+434.3% | $93,063+483.4% | $137,256+295.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 35.00% | 223.95%-188.9pp | 34.15%+0.8pp | 220.34%-185.3pp |
| Employer contribution / active EE | $5,604 | $2,707+107.0% | $2,476+126.3% | $4,156+34.8% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,446 | $6,198+149.2% | $6,033+156.0% | $12,270+25.9% |