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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 | $627,230 | $210,698+197.7% | $178,014+252.3% | $145,959+329.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.95% | 386.27%-367.3pp | 294.80%-275.9pp | 561.95%-543.0pp |
| Employer contribution / active EE | $21,369 | $4,567+367.9% | $3,950+441.0% | $4,661+358.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $103,241 | $12,016+759.2% | $10,362+896.4% | $13,398+670.6% |