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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 | $847,822 | $183,627+361.7% | $155,602+444.9% | $145,978+480.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.30% | 61.32%-42.0pp | 64.81%-45.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $3,720 | $5,316-30.0% | $4,675-20.4% | $4,662-20.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52,112 | $19,327+169.6% | $15,923+227.3% | $13,400+288.9% |