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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 | $684,956 | $83,485+720.5% | $125,192+447.1% | $72,975+838.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.30% | 25.77%-5.5pp | 43.79%-23.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $10,564 | $2,346+350.4% | $3,866+173.3% | $2,440+332.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $27,335 | $5,518+395.4% | $9,704+181.7% | $5,124+433.5% |