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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 | $827,366 | $254,759+224.8% | $216,567+282.0% | $198,609+316.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.65% | 10.04%+0.6pp | 12.94%-2.3pp | 202.70%-192.1pp |
| Employer contribution / active EE | $59,854 | $6,096+881.8% | $5,216+1047.6% | $5,055+1084.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,156 | $26,311-84.2% | $21,981-81.1% | $19,030-78.2% |