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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 | $486,474 | $96,965+401.7% | $97,995+396.4% | $147,586+229.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 23.96% | 24.11%-0.2pp | 23.94%0pp | 578.59%-554.6pp |
| Employer contribution / active EE | $25,256 | $4,536+456.7% | $4,158+507.4% | $4,876+417.9% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,531 | $8,120-7.2% | $5,943+26.7% | $10,886-30.8% |