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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 | $416,678 | $111,814+272.7% | $103,374+303.1% | $145,959+185.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 24.77%-14.2pp | 24.89%-14.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $43,306 | $4,214+927.7% | $3,869+1019.2% | $4,661+829.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,308 | $9,754-45.6% | $8,394-36.8% | $13,398-60.4% |