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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 | $1,032,735 | $289,147+257.2% | $181,922+467.7% | $289,147+257.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 91.6%+8.4pp | 80.8%+19.2pp |
| Annual return | 1.92% | 12.61%-10.7pp | 8.70%-6.8pp | 12.61%-10.7pp |
| Employer contribution / active EE | $36,445 | $13,617+167.6% | $8,201+344.4% | $13,617+167.6% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $453-100.0% | $5,372-100.0% |
| Admin fee / account holder | $863,613 | $23,026+3650.6% | $144,726+496.7% | $23,026+3650.6% |