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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 | $581,734 | $104,251+458.0% | $91,004+539.2% | $147,586+294.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.85% | 27.06%-10.2pp | 4.60%+12.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $22,932 | $3,116+636.0% | $2,456+833.8% | $4,876+370.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,467 | $8,948+17.0% | $5,417+93.2% | $10,886-3.8% |