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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 | $986,169 | $139,948+604.7% | $121,663+710.6% | $154,746+537.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.80% | 230.52%-215.7pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $27,528 | $3,521+681.8% | $3,020+811.5% | $4,379+528.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,228 | $17,321+16.8% | $14,289+41.6% | $14,365+40.8% |