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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 | $490,208 | $90,486+441.8% | $78,676+523.1% | $273,972+78.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.79% | 75.62%-66.8pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $25,309 | $3,175+697.1% | $2,850+788.0% | $4,869+419.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,354 | $5,263-55.3% | $4,510-47.8% | $10,133-76.8% |