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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 | $550,880 | $73,981+644.6% | $105,754+420.9% | $62,881+776.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.47% | 17.60%-11.1pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $10,600 | $2,856+271.1% | $4,079+159.9% | $2,281+364.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,139 | $5,976+287.2% | $8,309+178.5% | $4,296+438.7% |