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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 | $390,447 | $93,064+319.5% | $74,577+423.5% | $273,972+42.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.06% | 26.18%-24.1pp | 20.47%-18.4pp | 41.46%-39.4pp |
| Employer contribution / active EE | $10,400 | $3,160+229.1% | $2,525+311.8% | $4,869+113.6% |
| Participant deferral / active EE | $10,550 | $4,160+153.6% | $3,458+205.1% | $5,287+99.5% |
| Admin fee / account holder | $87,915 | $5,273+1567.3% | $4,138+2024.6% | $10,133+767.6% |