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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 | $544,214 | $72,269+653.0% | $101,271+437.4% | $79,852+581.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 66.46% | 22.29%+44.2pp | 46.48%+20.0pp | 31.72%+34.7pp |
| Employer contribution / active EE | $1,761 | $2,692-34.6% | $3,660-51.9% | $2,471-28.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $947 | $4,401-78.5% | $5,948-84.1% | $5,306-82.2% |