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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 | $615,356 | $158,852+287.4% | $121,220+407.6% | $135,380+354.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 6.28% | -0.64%+6.9pp | 16.94%-10.7pp | 519.81%-513.5pp |
| Employer contribution / active EE | $35,850 | $5,666+532.7% | $4,023+791.2% | $4,779+650.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,747 | $6,515-11.8% | $5,021+14.5% | $10,828-46.9% |