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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 | $736,062 | $587,889+25.2% | $217,422+238.5% | $587,889+25.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 64.8%+35.2pp | 87.9%+12.1pp |
| Annual return | 4.29% | 19.70%-15.4pp | -3.54%+7.8pp | 19.70%-15.4pp |
| Employer contribution / active EE | $30,150 | $21,263+41.8% | $15,647+92.7% | $21,263+41.8% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $6,782-100.0% | $8,361-100.0% |
| Admin fee / account holder | $5,118 | $49,457-89.7% | $2,515+103.5% | $49,457-89.7% |