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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 | $535,021 | $110,307+385.0% | $96,576+454.0% | $139,456+283.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.54% | 26.40%-12.9pp | 25.87%-12.3pp | 373.45%-359.9pp |
| Employer contribution / active EE | $18,703 | $3,619+416.7% | $2,965+530.8% | $4,753+293.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $56,256 | $11,597+385.1% | $8,253+581.7% | $11,407+393.2% |