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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 | $837,662 | $81,446+928.5% | $103,374+710.3% | $80,874+935.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.60% | 25.57%0pp | 24.89%+0.7pp | 35.62%-10.0pp |
| Employer contribution / active EE | $33,181 | $3,107+967.9% | $3,869+757.5% | $2,756+1104.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,807 | $6,715+224.8% | $8,394+159.8% | $6,935+214.4% |