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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 | $149,446+515.5% | $256,809+258.2% | $94,015+878.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 13.00% | 17.55%-4.5pp | 32.73%-19.7pp | 17.84%-4.8pp |
| Employer contribution / active EE | $48,461 | $4,596+954.4% | $7,263+567.2% | $2,790+1636.9% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $65,281 | $24,035+171.6% | $25,146+159.6% | $8,951+629.3% |