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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 | $414,674 | $228,352+81.6% | $185,835+123.1% | $158,966+160.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.78% | 40.81%-32.0pp | 35.96%-27.2pp | 302.95%-294.2pp |
| Employer contribution / active EE | $64,800 | $4,967+1204.7% | $4,087+1485.4% | $4,762+1260.6% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $95,086 | $11,867+701.3% | $9,502+900.7% | $11,250+745.2% |