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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 | $651,947 | $79,557+719.5% | $118,746+449.0% | $70,126+829.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 15.65% | 25.64%-10.0pp | 24.54%-8.9pp | 73.15%-57.5pp |
| Employer contribution / active EE | $12,574 | $2,861+339.5% | $4,193+199.9% | $2,343+436.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23,230 | $5,374+332.2% | $10,720+116.7% | $4,645+400.0% |