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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 | $751,115 | $151,314+396.4% | $258,236+190.9% | $122,131+515.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 81.9%+18.1pp | 75.1%+24.9pp |
| Annual return | 50.83% | 15.82%+35.0pp | -3.31%+54.1pp | 16.17%+34.7pp |
| Employer contribution / active EE | $26,842 | $5,035+433.1% | $7,891+240.1% | $3,608+644.0% |
| Participant deferral / active EE | $0 | $4,073-100.0% | $5,237-100.0% | $3,892-100.0% |
| Admin fee / account holder | $7,860 | $10,152-22.6% | $14,475-45.7% | $11,586-32.2% |