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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 | $456,384 | $79,955+470.8% | $98,450+363.6% | $75,181+507.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 41.14% | 19.75%+21.4pp | 21.16%+20.0pp | 160.69%-119.5pp |
| Employer contribution / active EE | $10,697 | $2,264+372.4% | $3,049+250.8% | $2,671+300.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,660 | $6,841+26.6% | $8,961-3.4% | $5,650+53.3% |