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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 | $898,589 | $211,239+325.4% | $178,528+403.3% | $145,877+516.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.15% | 30.22%-22.1pp | 27.11%-19.0pp | 551.28%-543.1pp |
| Employer contribution / active EE | $12,999 | $4,570+184.4% | $3,950+229.0% | $4,663+178.8% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,756 | $12,095+212.2% | $10,419+262.4% | $13,402+181.7% |