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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 | $894,754 | $254,759+251.2% | $216,567+313.2% | $198,609+350.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.83% | 10.04%+1.8pp | 12.94%-1.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $28,068 | $6,096+360.4% | $5,216+438.1% | $5,055+455.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,072 | $26,311+25.7% | $21,981+50.5% | $19,030+73.8% |