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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 | $960,166 | $135,956+606.2% | $123,894+675.0% | $273,972+250.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.80% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,724 | $5,170-47.3% | $4,617-41.0% | $4,869-44.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $33,392 | $9,817+240.1% | $8,357+299.6% | $10,133+229.6% |