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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 | $872,272 | $113,338+669.6% | $94,993+818.2% | $147,585+491.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 26.43% | 20.80%+5.6pp | 27.14%-0.7pp | 578.58%-552.2pp |
| Employer contribution / active EE | $37,938 | $3,160+1100.4% | $2,603+1357.2% | $4,876+678.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,502 | $6,063-58.7% | $4,960-49.6% | $10,886-77.0% |