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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 | $646,798 | $93,586+591.1% | $135,925+375.9% | $75,173+760.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.25%-52.5pp | 160.65%-144.9pp |
| Employer contribution / active EE | $25,773 | $3,537+628.6% | $4,857+430.6% | $2,670+865.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $95,477 | $6,977+1268.4% | $10,764+787.0% | $5,651+1589.5% |