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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 | $809,329 | $124,980+547.6% | $108,359+646.9% | $154,746+423.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.54% | 45.00%-36.5pp | 36.89%-28.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $13,600 | $2,851+377.1% | $2,399+466.8% | $4,379+210.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,227 | $11,502+93.2% | $9,741+128.2% | $14,365+54.7% |