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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 | $656,533 | $141,004+365.6% | $112,273+484.8% | $139,466+370.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.53% | 32.75%-22.2pp | 30.23%-19.7pp | 373.66%-363.1pp |
| Employer contribution / active EE | $30,659 | $4,285+615.5% | $3,431+793.5% | $4,754+544.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $338,797 | $9,959+3301.9% | $7,752+4270.4% | $11,409+2869.6% |