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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 | $981,173 | $172,111+470.1% | $150,298+552.8% | $137,256+614.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.39% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $17,751 | $4,636+282.9% | $4,154+327.3% | $4,156+327.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52,775 | $16,471+220.4% | $14,116+273.9% | $12,270+330.1% |