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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 | $928,567 | $217,432+327.1% | $185,849+399.6% | $167,536+454.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.40% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $21,644 | $5,875+268.4% | $5,169+318.8% | $4,839+347.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,450 | $19,818-57.4% | $16,244-48.0% | $12,315-31.4% |