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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 | $751,706 | $124,425+504.1% | $112,040+570.9% | $137,256+447.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.19% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $29,846 | $3,411+774.9% | $2,954+910.4% | $4,156+618.1% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $104,131 | $15,207+584.8% | $12,098+760.7% | $12,270+748.6% |