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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 | $765,683 | $81,208+842.9% | $98,920+674.0% | $79,856+858.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 35.16% | 60.99%-25.8pp | 196.47%-161.3pp | 31.71%+3.4pp |
| Employer contribution / active EE | $6,354 | $1,960+224.2% | $2,689+136.3% | $2,471+157.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,287 | $6,013+21.2% | $6,643+9.7% | $5,306+37.3% |