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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 | $919,826 | $176,786+420.3% | $146,643+527.3% | $167,536+449.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.48% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $54,504 | $5,161+956.1% | $4,137+1217.5% | $4,839+1026.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,183 | $13,262-76.0% | $10,280-69.0% | $12,315-74.2% |