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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 | $537,076 | $56,197+855.7% | $67,652+693.9% | $59,633+800.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 6.10% | 18508.10%-18502.0pp | 6625.40%-6619.3pp | 2041.45%-2035.3pp |
| Employer contribution / active EE | $7,813 | $1,615+383.9% | $2,266+244.8% | $2,203+254.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $59,558 | $3,958+1404.8% | $4,821+1135.4% | $4,297+1286.1% |