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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 | $762,214 | $182,442+317.8% | $163,379+366.5% | $138,895+448.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.31% | 72.74%-62.4pp | 63.41%-53.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $24,854 | $4,159+497.5% | $3,752+562.4% | $4,194+492.6% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $85,927 | $10,396+726.6% | $9,818+775.2% | $12,562+584.0% |