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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 | $744,153 | $135,956+447.3% | $123,894+500.6% | $273,972+171.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.46% | 56.63%-31.2pp | 47.52%-22.1pp | 41.46%-16.0pp |
| Employer contribution / active EE | $25,691 | $5,170+397.0% | $4,617+456.5% | $4,869+427.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,659 | $9,817-42.4% | $8,357-32.3% | $10,133-44.1% |