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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 | $841,153 | $180,028+367.2% | $138,135+508.9% | $158,966+429.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 23.17% | 21.68%+1.5pp | 20.51%+2.7pp | 302.95%-279.8pp |
| Employer contribution / active EE | $12,363 | $7,470+65.5% | $5,587+121.3% | $4,762+159.6% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $86,966 | $17,912+385.5% | $11,856+633.5% | $11,250+673.0% |