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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 | $558,676 | $136,860+308.2% | $120,344+364.2% | $154,746+261.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.93% | 21.38%-10.4pp | 20.30%-9.4pp | 172.34%-161.4pp |
| Employer contribution / active EE | $17,604 | $3,533+398.3% | $3,020+482.9% | $4,379+302.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,797 | $15,393+48.1% | $12,742+78.9% | $14,365+58.7% |