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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 | $482,916 | $107,666+348.5% | $102,184+372.6% | $154,746+212.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.18% | 29.33%-17.1pp | 31.58%-19.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $19,726 | $3,846+412.9% | $3,594+448.9% | $4,379+350.5% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $160,503 | $12,943+1140.0% | $11,609+1282.6% | $14,365+1017.3% |