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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 | $727,986 | $228,395+218.7% | $185,861+291.7% | $158,982+357.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.95% | 40.82%-32.9pp | 35.96%-28.0pp | 302.99%-295.0pp |
| Employer contribution / active EE | $11,422 | $4,968+129.9% | $4,088+179.4% | $4,763+139.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $70,879 | $11,869+497.2% | $9,503+645.8% | $11,252+529.9% |