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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 | $967,646 | $213,785+352.6% | $185,441+421.8% | $155,188+523.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.13% | 19.97%-5.8pp | 20.16%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $27,194 | $5,393+404.3% | $4,672+482.0% | $4,248+540.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $30,371 | $21,134+43.7% | $17,890+69.8% | $14,480+109.7% |