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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 | $547,434 | $153,769+256.0% | $133,975+308.6% | $273,972+99.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.66% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $16,639 | $6,029+176.0% | $5,211+219.3% | $4,869+241.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $43,739 | $11,765+271.8% | $9,324+369.1% | $10,133+331.7% |