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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 | $702,558 | $92,684+658.0% | $82,706+749.5% | $134,509+422.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 6.23% | 945.84%-939.6pp | 701.76%-695.5pp | 418.13%-411.9pp |
| Employer contribution / active EE | $40,697 | $3,272+1143.9% | $3,007+1253.2% | $4,741+758.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,244 | $5,982-79.2% | $5,329-76.7% | $11,427-89.1% |