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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 | $92,766+657.3% | $82,763+748.9% | $134,545+422.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 6.23% | 946.97%-940.7pp | 702.45%-696.2pp | 418.37%-412.1pp |
| Employer contribution / active EE | $40,697 | $3,273+1143.4% | $3,008+1252.8% | $4,742+758.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,244 | $5,978-79.2% | $5,325-76.6% | $11,431-89.1% |