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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 | $865,781 | $149,679+478.4% | $117,039+639.7% | $147,586+486.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.82% | 19.31%-1.5pp | 18.95%-1.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $18,730 | $4,937+279.4% | $3,785+394.9% | $4,876+284.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $35,096 | $7,856+346.7% | $5,974+487.5% | $10,886+222.4% |