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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 | $463,882 | $39,028+1088.6% | $80,741+474.5% | $85,856+440.3% |
| Participation rate | 90.3% | 41.6%+48.8pp | 54.2%+36.2pp | 69.3%+21.0pp |
| Annual return | 34.10% | 26.31%+7.8pp | 87.30%-53.2pp | 318.58%-284.5pp |
| Employer contribution / active EE | $11,383 | $722+1476.2% | $1,160+881.2% | $2,565+343.8% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21,047 | $2,429+766.5% | $3,380+522.6% | $6,261+236.2% |