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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 | $691,106 | $125,797+449.4% | $170,043+306.4% | $75,173+819.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 27.56% | 27.20%+0.4pp | 53.40%-25.8pp | 160.72%-133.2pp |
| Employer contribution / active EE | $40,888 | $4,616+785.8% | $6,790+502.2% | $2,671+1430.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65,168 | $8,177+697.0% | $12,824+408.2% | $5,651+1053.3% |