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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 | $354,030 | $51,638+585.6% | $129,406+173.6% | $80,959+337.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 50.37% | 20.78%+29.6pp | 9468.18%-9417.8pp | 35.67%+14.7pp |
| Employer contribution / active EE | $9,864 | $1,584+522.9% | $4,155+137.4% | $2,757+257.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,643 | $4,313+7.7% | $7,689-39.6% | $6,925-33.0% |