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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 | $527,118 | $142,409+270.1% | $119,634+340.6% | $134,545+291.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 10.98% | -12.46%+23.4pp | -14.98%+26.0pp | 418.37%-407.4pp |
| Employer contribution / active EE | $47,712 | $5,224+813.3% | $4,232+1027.3% | $4,742+906.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,788 | $13,594-42.7% | $10,329-24.6% | $11,431-31.9% |