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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 | $848,212 | $531,493+59.6% | $387,043+119.2% | $531,493+59.6% |
| Participation rate | 100.0% | 86.9%+13.1pp | 100.0%0pp | 86.9%+13.1pp |
| Annual return | 3.68% | 9.82%-6.1pp | 6.62%-2.9pp | 9.82%-6.1pp |
| Employer contribution / active EE | $39,007 | $22,221+75.5% | $12,025+224.4% | $22,221+75.5% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $11,800-100.0% | $6,107-100.0% |
| Admin fee / account holder | $5,705 | $42,466-86.6% | $3,038+87.8% | $42,466-86.6% |