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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 | $800,177 | $146,267+447.1% | $197,124+305.9% | $82,448+870.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.05% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $32,913 | $4,723+596.8% | $6,227+428.5% | $2,551+1190.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $132,921 | $14,422+821.7% | $16,298+715.6% | $7,234+1737.4% |