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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 | $751,115 | $163,487+359.4% | $269,529+178.7% | $132,820+465.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 82.8%+17.2pp | 74.3%+25.7pp |
| Annual return | 50.83% | 15.72%+35.1pp | -4.31%+55.1pp | 14.82%+36.0pp |
| Employer contribution / active EE | $26,842 | $4,877+450.4% | $8,701+208.5% | $4,144+547.8% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,900-100.0% | $3,980-100.0% |
| Admin fee / account holder | $7,860 | $13,259-40.7% | $15,286-48.6% | $11,722-32.9% |