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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 | $943,507 | $167,362+463.8% | $143,799+556.1% | $134,532+601.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.43% | 0.47%+7.0pp | -0.04%+7.5pp | 418.27%-410.8pp |
| Employer contribution / active EE | $35,409 | $5,620+530.0% | $4,952+615.0% | $4,741+646.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,439 | $18,094+35.1% | $14,677+66.5% | $11,429+113.8% |