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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 | $879,553 | $147,167+497.7% | $111,392+689.6% | $135,379+549.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 8.54% | -4.44%+13.0pp | -2.06%+10.6pp | 519.79%-511.2pp |
| Employer contribution / active EE | $25,000 | $5,204+380.4% | $4,328+477.7% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $60,044 | $20,270+196.2% | $12,266+389.5% | $10,828+454.5% |