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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 | $771,817 | $375,661+105.5% | $312,151+147.3% | $382,429+101.8% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 12.45% | 0.11%+12.3pp | 1.82%+10.6pp | 248.85%-236.4pp |
| Employer contribution / active EE | $25,000 | $9,697+157.8% | $8,031+211.3% | $8,036+211.1% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $5,751 | $64,308-91.1% | $51,799-88.9% | $30,732-81.3% |