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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 | $498,815 | $86,298+478.0% | $111,308+348.1% | $85,847+481.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.48% | 19.99%-8.5pp | 54.67%-43.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $15,259 | $2,044+646.6% | $2,732+458.6% | $2,565+494.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,353 | $8,189+136.3% | $7,965+143.0% | $6,261+209.1% |