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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 | $835,036 | $212,777+292.4% | $173,703+380.7% | $198,609+320.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 7.34% | 18.82%-11.5pp | 17.46%-10.1pp | 202.70%-195.4pp |
| Employer contribution / active EE | $4,502 | $5,214-13.7% | $4,288+5.0% | $5,055-11.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $28,152 | $19,536+44.1% | $15,562+80.9% | $19,030+47.9% |