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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 | $879,598 | $175,231+402.0% | $149,696+487.6% | $139,466+530.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.18% | 166.77%-146.6pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $8,790 | $5,478+60.5% | $4,821+82.3% | $4,754+84.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,307 | $16,155-67.1% | $13,212-59.8% | $11,409-53.5% |