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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 | $689,668 | $217,432+217.2% | $185,849+271.1% | $167,536+311.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.40% | 148.42%-130.0pp | 122.10%-103.7pp | 478.82%-460.4pp |
| Employer contribution / active EE | $15,601 | $5,875+165.6% | $5,169+201.9% | $4,839+222.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,432 | $19,818-62.5% | $16,244-54.2% | $12,315-39.6% |