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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 | $353,046 | $135,956+159.7% | $123,894+185.0% | $273,972+28.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.47% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $23,461 | $5,170+353.8% | $4,617+408.2% | $4,869+381.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $136,469 | $9,817+1290.1% | $8,357+1533.0% | $10,133+1246.8% |