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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 | $522,505 | $106,749+389.5% | $145,433+259.3% | $82,448+533.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.09% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $32,973 | $3,444+857.3% | $4,554+624.0% | $2,551+1192.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,487 | $8,390+227.6% | $13,129+109.4% | $7,234+280.0% |