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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 | $864,106 | $114,712+653.3% | $173,730+397.4% | $87,485+887.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 55.21% | 20.18%+35.0pp | 19.96%+35.3pp | 26.06%+29.1pp |
| Employer contribution / active EE | $17,559 | $2,904+504.7% | $4,577+283.6% | $2,596+576.3% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,624 | $10,210+33.4% | $17,523-22.3% | $7,775+75.2% |