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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 | $801,388 | $129,737+517.7% | $119,126+572.7% | $154,746+417.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.35% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $24,056 | $4,375+449.9% | $4,034+496.4% | $4,379+449.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,897 | $11,961-84.1% | $10,693-82.3% | $14,365-86.8% |