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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 | $504,417 | $180,028+180.2% | $138,135+265.2% | $158,982+217.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.32% | 21.68%-7.4pp | 20.51%-6.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $28,500 | $7,470+281.5% | $5,587+410.1% | $4,763+498.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $799 | $17,912-95.5% | $11,856-93.3% | $11,252-92.9% |