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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 | $607,107 | $124,351+388.2% | $109,188+456.0% | $167,553+262.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.2pp | 82.1%-9.4pp |
| Annual return | 19.16% | 26.04%-6.9pp | 25.76%-6.6pp | 478.89%-459.7pp |
| Employer contribution / active EE | $23,498 | $4,210+458.2% | $3,723+531.2% | $4,840+385.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,254 | $7,975+41.1% | $6,755+66.6% | $12,316-8.6% |