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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 | $997,248 | $63,845+1462.0% | $81,370+1125.6% | $80,959+1131.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 34.05% | 16.37%+17.7pp | 24.85%+9.2pp | 35.67%-1.6pp |
| Employer contribution / active EE | $7,147 | $1,980+261.0% | $2,464+190.0% | $2,757+159.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $217,653 | $5,688+3726.3% | $5,749+3685.8% | $6,925+3042.8% |