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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 | $695,249 | $228,352+204.5% | $185,835+274.1% | $158,966+337.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.27% | 40.81%-29.5pp | 35.96%-24.7pp | 302.95%-291.7pp |
| Employer contribution / active EE | $23,202 | $4,967+367.2% | $4,087+467.7% | $4,762+387.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,171 | $11,867-48.0% | $9,502-35.1% | $11,250-45.1% |