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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 | $569,015 | $78,682+623.2% | $109,188+421.1% | $85,851+562.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 34.60% | 25.09%+9.5pp | 25.76%+8.8pp | 318.63%-284.0pp |
| Employer contribution / active EE | $10,987 | $2,734+301.9% | $3,723+195.1% | $2,565+328.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $74,992 | $5,470+1271.1% | $6,755+1010.1% | $6,261+1097.8% |