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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 | $856,208 | $154,159+455.4% | $130,026+558.5% | $139,456+514.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 32.50%-15.7pp | -137.26%+154.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $14,167 | $5,292+167.7% | $4,321+227.8% | $4,753+198.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,722 | $14,001-87.7% | $10,608-83.8% | $11,407-84.9% |