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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 | $613,432 | $62,549+880.7% | $85,705+615.8% | $85,851+614.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 32.16% | 23.77%+8.4pp | 21.49%+10.7pp | 318.63%-286.5pp |
| Employer contribution / active EE | $16,504 | $1,755+840.2% | $2,619+530.2% | $2,565+543.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,312 | $4,644+294.3% | $6,877+166.3% | $6,261+192.5% |