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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 | $851,523 | $121,637+600.1% | $104,605+714.0% | $158,931+435.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.47% | 465.32%-453.9pp | 340.46%-329.0pp | 302.86%-291.4pp |
| Employer contribution / active EE | $30,524 | $3,163+864.9% | $2,681+1038.7% | $4,761+541.1% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $9,232 | $7,788+18.5% | $6,473+42.6% | $11,247-17.9% |