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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 | $618,227 | $64,719+855.2% | $112,249+450.8% | $68,486+802.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 40.63% | -11.40%+52.0pp | 27.48%+13.1pp | -7.85%+48.5pp |
| Employer contribution / active EE | $30,687 | $2,747+1017.3% | $3,636+744.0% | $2,597+1081.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,917 | $5,232+146.9% | $6,412+101.4% | $5,404+139.0% |