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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 | $454,766 | $93,345+387.2% | $119,126+281.8% | $87,485+419.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 40.82% | 19.08%+21.7pp | 282.11%-241.3pp | 26.06%+14.8pp |
| Employer contribution / active EE | $3,060 | $3,172-3.5% | $4,034-24.1% | $2,596+17.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,634 | $8,039-79.7% | $10,693-84.7% | $7,775-79.0% |