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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 | $563,266 | $97,020+480.6% | $83,327+576.0% | $135,380+316.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.11% | 12.31%-5.2pp | 10.64%-3.5pp | 519.81%-512.7pp |
| Employer contribution / active EE | $20,156 | $4,144+386.4% | $3,379+496.5% | $4,779+321.8% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,752 | $8,426+371.8% | $7,540+427.2% | $10,828+267.1% |