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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 | $757,481 | $87,166+769.0% | $76,735+887.1% | $137,256+451.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.56% | 26.50%-12.9pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $14,286 | $2,904+391.9% | $2,454+482.1% | $4,156+243.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $48,458 | $8,403+476.7% | $7,189+574.0% | $12,270+294.9% |