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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 | $478,918 | $113,941+320.3% | $94,229+408.3% | $125,389+281.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.77% | 5.29%-4.5pp | 10.68%-9.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $20,000 | $4,727+323.1% | $3,587+457.6% | $4,866+311.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $215,358 | $8,392+2466.4% | $6,269+3335.1% | $9,541+2157.2% |