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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 | $622,006 | $117,904+427.6% | $102,457+507.1% | $145,978+326.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.80%-21.4pp | 29.41%-19.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $19,283 | $3,613+433.7% | $3,022+538.1% | $4,662+313.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $67,717 | $13,329+408.0% | $9,451+616.5% | $13,400+405.3% |