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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 | $952,167 | $110,083+765.0% | $151,645+527.9% | $68,490+1290.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 13.85% | -10.12%+24.0pp | 3.34%+10.5pp | -7.85%+21.7pp |
| Employer contribution / active EE | $18,396 | $4,470+311.5% | $6,165+198.4% | $2,597+608.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $119,875 | $7,718+1453.3% | $11,614+932.2% | $5,403+2118.7% |