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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 | $487,389 | $61,660+690.4% | $80,022+509.1% | $64,173+659.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.12% | -0.33%+26.5pp | 11.22%+14.9pp | 7.63%+18.5pp |
| Employer contribution / active EE | $10,101 | $1,810+457.9% | $2,468+309.3% | $2,381+324.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,702 | $5,417+97.6% | $6,521+64.1% | $4,887+119.0% |