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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 | $911,551 | $78,682+1058.5% | $109,188+734.8% | $85,851+961.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 37.72% | 25.09%+12.6pp | 25.76%+12.0pp | 318.63%-280.9pp |
| Employer contribution / active EE | $5,557 | $2,734+103.3% | $3,723+49.2% | $2,565+116.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,709 | $5,470-13.9% | $6,755-30.3% | $6,261-24.8% |