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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 | $787,388 | $154,209+410.6% | $130,062+505.4% | $139,487+464.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.48% | 32.52%-5.0pp | -137.37%+164.9pp | 373.84%-346.4pp |
| Employer contribution / active EE | $24,931 | $5,292+371.1% | $4,322+476.8% | $4,755+424.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $62,875 | $13,988+349.5% | $10,601+493.1% | $11,407+451.2% |