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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 | $480,000 | $118,488+305.1% | $98,462+387.5% | $139,487+244.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 77.25% | 18.96%+58.3pp | 21.17%+56.1pp | 373.84%-296.6pp |
| Employer contribution / active EE | $9,487 | $3,611+162.8% | $3,049+211.2% | $4,755+99.5% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,641 | $13,868-73.7% | $8,875-59.0% | $11,407-68.1% |