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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 | $935,994 | $156,398+498.5% | $147,318+535.4% | $138,895+573.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.07% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $42,021 | $4,853+765.8% | $4,593+814.9% | $4,194+901.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,876 | $14,976-74.1% | $13,708-71.7% | $12,562-69.1% |