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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 | $656,615 | $154,193+325.8% | $130,045+404.9% | $139,466+370.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.21% | 32.51%-11.3pp | -137.30%+158.5pp | 373.66%-352.5pp |
| Employer contribution / active EE | $23,921 | $5,292+352.0% | $4,321+453.6% | $4,754+403.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,394 | $13,989-47.1% | $10,600-30.2% | $11,409-35.2% |