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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 | $474,868 | $171,272+177.3% | $127,803+271.6% | $152,909+210.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 15.52% | 23.54%-8.0pp | 26.14%-10.6pp | 345.46%-329.9pp |
| Employer contribution / active EE | $22,687 | $5,451+316.2% | $4,576+395.8% | $4,764+376.2% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,393 | $14,540-83.5% | $9,399-74.5% | $11,601-79.4% |