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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 | $299,127 | $110,337+171.1% | $102,383+192.2% | $145,877+105.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $18,643 | $4,216+342.2% | $3,870+381.7% | $4,663+299.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $133,869 | $9,750+1273.1% | $8,391+1495.3% | $13,402+898.9% |