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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 | $676,899 | $534,210+26.7% | $211,880+219.5% | $534,210+26.7% |
| Participation rate | 100.0% | 89.6%+10.4pp | 90.0%+10.0pp | 89.6%+10.4pp |
| Annual return | 5.52% | 10.40%-4.9pp | 11.22%-5.7pp | 10.40%-4.9pp |
| Employer contribution / active EE | $29,852 | $19,440+53.6% | $17,490+70.7% | $19,440+53.6% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $5,556-100.0% | $11,136-100.0% |
| Admin fee / account holder | $227,475 | $14,821+1434.8% | $57,561+295.2% | $14,821+1434.8% |