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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 | $512,715 | $162,785+215.0% | $133,959+282.7% | $158,950+222.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.58% | 41.94%-34.4pp | 45.09%-37.5pp | 302.91%-295.3pp |
| Employer contribution / active EE | $30,280 | $4,975+508.6% | $3,919+672.7% | $4,762+535.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,274 | $11,738-80.6% | $8,928-74.5% | $11,248-79.8% |