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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 | $176,838+420.2% | $146,685+527.1% | $167,518+449.1% |
| 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 | 478.71%-465.2pp |
| Employer contribution / active EE | $54,504 | $5,161+956.1% | $4,137+1217.5% | $4,838+1026.5% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,183 | $13,262-76.0% | $10,281-69.0% | $12,312-74.1% |