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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 | $558,572 | $98,776+465.5% | $149,745+273.0% | $79,856+599.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.33% | 27.38%-13.0pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $9,677 | $3,217+200.8% | $4,646+108.3% | $2,471+291.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $48,904 | $6,053+708.0% | $9,312+425.2% | $5,306+821.6% |