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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 | $905,582 | $135,956+566.1% | $123,894+630.9% | $273,972+230.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $18,686 | $5,170+261.5% | $4,617+304.7% | $4,869+283.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $71,089 | $9,817+624.1% | $8,357+750.6% | $10,133+601.6% |