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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 | $526,620 | $85,171+518.3% | $172,752+204.8% | $72,975+621.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.93% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $18,733 | $3,324+463.6% | $5,144+264.2% | $2,440+667.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,352 | $5,880-9.0% | $13,955-61.6% | $5,124+4.5% |