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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 | $430,242 | $132,634+224.4% | $115,768+271.6% | $137,256+213.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.24% | 160.70%-145.5pp | 100.46%-85.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $32,605 | $3,360+870.5% | $2,940+1009.1% | $4,156+684.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,134 | $15,028-85.8% | $12,439-82.8% | $12,270-82.6% |