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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 | $597,905 | $176,786+238.2% | $146,643+307.7% | $167,536+256.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.86% | 24.04%-7.2pp | 22.75%-5.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $29,557 | $5,161+472.7% | $4,137+614.5% | $4,839+510.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,130 | $13,262-76.4% | $10,280-69.6% | $12,315-74.6% |