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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 | $466,013 | $86,294+440.0% | $111,303+318.7% | $85,856+442.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.70% | 19.99%-1.3pp | 54.66%-36.0pp | 318.58%-299.9pp |
| Employer contribution / active EE | $9,541 | $2,043+366.9% | $2,731+249.3% | $2,565+271.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,323 | $8,189-47.2% | $7,966-45.7% | $6,261-30.9% |