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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 | $867,283 | $118,488+632.0% | $98,462+780.8% | $139,487+521.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.53% | 18.96%-1.4pp | 21.17%-3.6pp | 373.84%-356.3pp |
| Employer contribution / active EE | $9,375 | $3,611+159.7% | $3,049+207.5% | $4,755+97.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $31,348 | $13,868+126.0% | $8,875+253.2% | $11,407+174.8% |