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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 | $464,268 | $181,896+155.2% | $156,551+196.6% | $273,972+69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 27.32% | 30.74%-3.4pp | 32.23%-4.9pp | 41.46%-14.1pp |
| Employer contribution / active EE | $20,413 | $6,248+226.7% | $5,501+271.1% | $4,869+319.3% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $465,173 | $15,560+2889.5% | $13,028+3470.5% | $10,133+4490.9% |