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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 | $665,883 | $110,379+503.3% | $102,412+550.2% | $145,884+356.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.75% | 24.84%+12.9pp | 24.94%+12.8pp | 551.85%-514.1pp |
| Employer contribution / active EE | $23,189 | $4,216+450.0% | $3,870+499.2% | $4,662+397.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,523 | $9,745+28.5% | $8,388+49.3% | $13,392-6.5% |