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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 | $508,112 | $78,670+545.9% | $109,173+365.4% | $85,847+491.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 39.19% | 25.09%+14.1pp | 25.75%+13.4pp | 318.61%-279.4pp |
| Employer contribution / active EE | $22,672 | $2,734+729.3% | $3,723+509.0% | $2,565+783.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,139 | $5,469+85.4% | $6,755+50.1% | $6,261+61.9% |