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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 | $891,941 | $117,846+656.9% | $102,434+770.8% | $145,884+511.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,975 | $3,615+37.6% | $3,023+64.6% | $4,662+6.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $42,215 | $13,356+216.1% | $9,462+346.2% | $13,392+215.2% |