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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 | $538,708 | $96,731+456.9% | $123,973+334.5% | $86,983+519.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 12.31% | 17.33%-5.0pp | 388.13%-375.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $21,143 | $3,297+541.3% | $4,126+412.5% | $2,584+718.1% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,622 | $8,722-24.1% | $11,799-43.9% | $7,856-15.7% |