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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 | $600,516 | $90,590+562.9% | $90,782+561.5% | $135,382+343.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 27.54% | -3.40%+30.9pp | -3.42%+31.0pp | 519.77%-492.2pp |
| Employer contribution / active EE | $23,927 | $4,352+449.7% | $4,105+482.8% | $4,779+400.7% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,634 | $7,683+51.4% | $5,908+96.9% | $10,829+7.4% |