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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 | $602,137 | $101,795+491.5% | $165,100+264.7% | $80,959+643.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 20.71% | 16.73%+4.0pp | 70.21%-49.5pp | 35.67%-15.0pp |
| Employer contribution / active EE | $30,738 | $2,954+940.7% | $4,348+606.9% | $2,757+1014.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,578 | $8,221+162.5% | $12,696+70.0% | $6,925+211.6% |