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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 | $938,065 | $81,664+1048.7% | $70,476+1231.0% | $158,966+490.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.40% | 208.59%-200.2pp | 109.12%-100.7pp | 302.95%-294.5pp |
| Employer contribution / active EE | $36,642 | $3,219+1038.3% | $2,738+1238.3% | $4,762+669.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,249 | $6,197+17.0% | $3,847+88.4% | $11,250-35.6% |