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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 | $640,426 | $132,310+384.0% | $105,754+505.6% | $273,972+133.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 46.59% | 10.08%+36.5pp | 12.25%+34.3pp | 41.46%+5.1pp |
| Employer contribution / active EE | $4,900 | $4,867+0.7% | $4,079+20.1% | $4,869+0.6% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $152,625 | $12,036+1168.0% | $8,309+1736.8% | $10,133+1406.3% |