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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 | $769,124 | $75,807+914.6% | $116,096+562.5% | $86,983+784.2% |
| Participation rate | 96.0% | 66.9%+29.1pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 16.81% | 18.57%-1.8pp | 326.25%-309.4pp | 25.83%-9.0pp |
| Employer contribution / active EE | $33,458 | $1,892+1668.2% | $2,503+1236.5% | $2,584+1194.6% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $36,213 | $6,659+443.8% | $7,704+370.0% | $7,856+361.0% |