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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 | $694,238 | $531,493+30.6% | $270,286+156.9% | $531,493+30.6% |
| Participation rate | 100.0% | 86.9%+13.1pp | 93.3%+6.7pp | 86.9%+13.1pp |
| Annual return | 38.62% | 9.90%+28.7pp | 2.13%+36.5pp | 9.90%+28.7pp |
| Employer contribution / active EE | $10,455 | $22,507-53.5% | $10,655-1.9% | $22,507-53.5% |
| Participant deferral / active EE | $0 | $6,071-100.0% | $3,981-100.0% | $6,071-100.0% |
| Admin fee / account holder | $63,333 | $42,466+49.1% | $13,990+352.7% | $42,466+49.1% |