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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 | $463,299 | $213,785+116.7% | $185,441+149.8% | $155,188+198.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.48% | 19.97%-8.5pp | 20.16%-8.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $15,856 | $5,393+194.0% | $4,672+239.4% | $4,248+273.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $175,009 | $21,134+728.1% | $17,890+878.3% | $14,480+1108.6% |