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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 | $610,220 | $115,911+426.5% | $100,530+507.0% | $158,950+283.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.55% | 34.80%-18.2pp | 30.89%-14.3pp | 302.91%-286.4pp |
| Employer contribution / active EE | $27,383 | $4,104+567.2% | $3,418+701.1% | $4,762+475.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $649 | $10,999-94.1% | $8,083-92.0% | $11,248-94.2% |