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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 | $487,035 | $95,453+410.2% | $112,040+334.7% | $82,448+490.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 52.64% | 23.92%+28.7pp | 24.52%+28.1pp | 41.64%+11.0pp |
| Employer contribution / active EE | $20,502 | $2,318+784.5% | $2,954+594.0% | $2,551+703.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $48,633 | $9,013+439.6% | $12,098+302.0% | $7,234+572.2% |