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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 | $555,133 | $103,393+436.9% | $87,103+537.3% | $152,909+263.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.70% | 28.10%-2.4pp | 28.19%-2.5pp | 345.46%-319.8pp |
| Employer contribution / active EE | $7,921 | $3,221+145.9% | $2,521+214.1% | $4,764+66.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,500 | $12,195-87.7% | $7,491-80.0% | $11,601-87.1% |