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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 | $178,174+364.4% | $156,181+429.7% | $137,256+502.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.65% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $59,854 | $4,972+1103.9% | $4,294+1293.9% | $4,156+1340.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,156 | $17,404-76.1% | $14,586-71.5% | $12,270-66.1% |