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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 | $124,425+349.0% | $112,040+398.6% | $137,256+307.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.93% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $17,604 | $3,411+416.0% | $2,954+495.9% | $4,156+323.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,797 | $15,207+49.9% | $12,098+88.4% | $12,270+85.8% |