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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 | $684,152 | $211,946+222.8% | $169,452+303.7% | $135,379+405.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.32% | 3.26%+0.1pp | 1.83%+1.5pp | 519.79%-516.5pp |
| Employer contribution / active EE | $22,106 | $5,117+332.0% | $4,157+431.8% | $4,779+362.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,333 | $11,472-1.2% | $9,110+24.4% | $10,828+4.7% |