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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 | $637,624 | $104,251+511.6% | $91,004+600.7% | $147,586+332.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.22% | 27.06%-14.8pp | 4.60%+7.6pp | 578.59%-566.4pp |
| Employer contribution / active EE | $8,325 | $3,116+167.2% | $2,456+239.0% | $4,876+70.7% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,259 | $8,948+37.0% | $5,417+126.3% | $10,886+12.6% |