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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 | $919,876 | $145,431+532.5% | $211,142+335.7% | $87,485+951.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 13.00% | 27.21%-14.2pp | 46.84%-33.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $48,461 | $4,662+939.6% | $6,442+652.3% | $2,596+1766.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $65,281 | $17,052+282.8% | $19,076+242.2% | $7,775+739.6% |