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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 | $570,863 | $82,674+590.5% | $125,381+355.3% | $68,486+733.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.05% | -5.97%+14.0pp | 572.31%-564.3pp | -7.85%+15.9pp |
| Employer contribution / active EE | $9,010 | $3,382+166.4% | $4,815+87.1% | $2,597+247.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,256 | $6,277-16.3% | $10,007-47.5% | $5,404-2.7% |