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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 | $950,001 | $62,586+1417.9% | $76,766+1137.5% | $64,181+1380.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 6.90% | -1.95%+8.8pp | 2.43%+4.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $7,880 | $1,832+330.1% | $2,485+217.1% | $2,381+231.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,115 | $4,667+202.5% | $6,675+111.5% | $4,887+188.8% |