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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 | $940,129 | $212,777+341.8% | $173,703+441.2% | $198,609+373.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.01% | 18.82%-3.8pp | 17.46%-2.4pp | 202.70%-187.7pp |
| Employer contribution / active EE | $17,972 | $5,214+244.7% | $4,288+319.2% | $5,055+255.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,033 | $19,536-74.2% | $15,562-67.7% | $19,030-73.6% |