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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 | $612,537 | $161,352+279.6% | $134,172+356.5% | $137,256+346.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.33% | 28.72%-9.4pp | 25.30%-6.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $36,660 | $4,099+794.4% | $3,420+971.9% | $4,156+782.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,469 | $15,028+96.1% | $12,016+145.2% | $12,270+140.2% |