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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 | $786,009 | $124,330+532.2% | $109,173+620.0% | $167,536+369.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.03% | 26.04%+3.0pp | 25.75%+3.3pp | 478.82%-449.8pp |
| Employer contribution / active EE | $12,205 | $4,209+190.0% | $3,723+227.8% | $4,839+152.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $27,892 | $7,974+249.8% | $6,755+312.9% | $12,315+126.5% |