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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 | $964,856 | $136,307+607.9% | $106,619+805.0% | $273,972+252.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.41% | 11.05%-1.6pp | 9.42%0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $31,821 | $5,190+513.2% | $3,947+706.3% | $4,869+553.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $44,861 | $8,625+420.1% | $6,418+599.0% | $10,133+342.7% |