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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 | $533,265 | $115,901+360.1% | $100,525+430.5% | $158,931+235.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.28% | 34.80%-20.5pp | 30.89%-16.6pp | 302.86%-288.6pp |
| Employer contribution / active EE | $13,309 | $4,104+224.3% | $3,418+289.4% | $4,761+179.5% |
| Participant deferral / active EE | $0 | $6,675-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $464 | $10,998-95.8% | $8,082-94.3% | $11,247-95.9% |