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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 | $537,771 | $55,930+861.5% | $76,089+606.8% | $80,925+564.5% |
| Participation rate | 95.4% | 62.1%+33.3pp | 69.1%+26.3pp | 67.7%+27.7pp |
| Annual return | 28.98% | 20.58%+8.4pp | 360.94%-332.0pp | 35.65%-6.7pp |
| Employer contribution / active EE | $10,154 | $1,866+444.1% | $2,690+277.5% | $2,756+268.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,805 | $5,241+48.9% | $6,418+21.6% | $6,940+12.5% |