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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 | $479,745 | $127,387+276.6% | $115,038+317.0% | $125,389+282.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.15% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $15,000 | $5,166+190.4% | $4,608+225.5% | $4,866+208.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25,970 | $9,516+172.9% | $8,175+217.7% | $9,541+172.2% |