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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 | $636,829 | $106,749+496.6% | $145,433+337.9% | $82,448+672.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 44.92% | 27.59%+17.3pp | 66.58%-21.7pp | 41.64%+3.3pp |
| Employer contribution / active EE | $11,122 | $3,444+222.9% | $4,554+144.2% | $2,551+336.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,088 | $8,390+67.9% | $13,129+7.3% | $7,234+94.7% |