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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 | $936,350 | $101,778+820.0% | $164,975+467.6% | $80,925+1057.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.57% | 16.73%+1.8pp | 70.12%-51.5pp | 35.65%-17.1pp |
| Employer contribution / active EE | $40,441 | $2,954+1269.1% | $4,343+831.3% | $2,756+1367.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $80,616 | $8,221+880.6% | $12,688+535.4% | $6,940+1061.6% |