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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 | $694,893 | $85,171+715.9% | $172,753+302.2% | $72,976+852.2% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 18.54% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $36,679 | $3,324+1003.4% | $5,144+613.1% | $2,440+1403.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,465 | $5,880+78.0% | $13,956-25.0% | $5,124+104.2% |