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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 | $750,680 | $125,797+496.7% | $170,043+341.5% | $75,173+898.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.09% | 27.20%-10.1pp | 53.40%-36.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $25,455 | $4,616+451.4% | $6,790+274.9% | $2,671+853.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,487 | $8,177+382.9% | $12,824+207.9% | $5,651+598.8% |