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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 | $441,085 | $176,838+149.4% | $146,685+200.7% | $167,518+163.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.53% | 24.04%-11.5pp | 22.75%-10.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $28,286 | $5,161+448.1% | $4,137+583.7% | $4,838+484.6% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $152,796 | $13,262+1052.1% | $10,281+1386.1% | $12,312+1141.0% |