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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 | $658,311 | $484,799+35.8% | $223,170+195.0% | $484,799+35.8% |
| Participation rate | 100.0% | 91.1%+8.9pp | 87.5%+12.5pp | 91.1%+8.9pp |
| Annual return | 3.47% | 5.95%-2.5pp | -4.91%+8.4pp | 5.95%-2.5pp |
| Employer contribution / active EE | $37,059 | $27,493+34.8% | $23,904+55.0% | $27,493+34.8% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $0 | $6,572-100.0% |
| Admin fee / account holder | $714,949 | $18,209+3826.3% | $104,760+582.5% | $18,209+3826.3% |