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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 | $734,525 | $62,549+1074.3% | $85,705+757.0% | $85,851+755.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.68% | 23.77%-9.1pp | 21.49%-6.8pp | 318.63%-304.0pp |
| Employer contribution / active EE | $25,080 | $1,755+1328.7% | $2,619+857.7% | $2,565+877.6% |
| Participant deferral / active EE | $14,542 | $2,802+419.0% | $3,924+270.6% | $3,952+267.9% |
| Admin fee / account holder | $104,759 | $4,644+2156.0% | $6,877+1423.3% | $6,261+1573.2% |