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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 | $183,516+362.0% | $155,534+445.1% | $145,884+481.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.30% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,720 | $5,315-30.0% | $4,675-20.4% | $4,662-20.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52,112 | $19,293+170.1% | $15,900+227.8% | $13,392+289.1% |