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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 | $458,194 | $141,004+225.0% | $112,273+308.1% | $139,466+228.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.50% | 32.75%-17.3pp | 30.23%-14.7pp | 373.66%-358.2pp |
| Employer contribution / active EE | $25,011 | $4,285+483.7% | $3,431+628.9% | $4,754+426.1% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,065 | $9,959+41.2% | $7,752+81.4% | $11,409+23.3% |