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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 | $563,296 | $157,270+258.2% | $141,173+299.0% | $152,870+268.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.58% | 64.33%-45.7pp | 71.40%-52.8pp | 345.34%-326.8pp |
| Employer contribution / active EE | $25,204 | $5,261+379.0% | $4,735+432.2% | $4,763+429.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $637 | $12,121-94.7% | $10,262-93.8% | $11,597-94.5% |