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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 | $544,226 | $85,766+534.5% | $136,298+299.3% | $70,126+676.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $12,013 | $2,966+305.0% | $4,696+155.8% | $2,343+412.8% |
| Participant deferral / active EE | $7,323 | $5,051+45.0% | $6,247+17.2% | $3,332+119.8% |
| Admin fee / account holder | $4,827 | $5,421-11.0% | $9,244-47.8% | $4,645+3.9% |