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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 | $817,690 | $93,343+776.0% | $71,793+1039.0% | $273,973+198.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.49% | 130.40%-118.9pp | 78.04%-66.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $13,412 | $2,733+390.7% | $1,924+596.9% | $4,869+175.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,079 | $6,571+99.0% | $4,815+171.6% | $10,133+29.1% |