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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 | $576,166 | $145,897+294.9% | $576,1660% | $145,897+294.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 100.0%0pp | 80.3%+19.7pp |
| Annual return | 10.94% | 552.29%-541.3pp | 10.94%0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $12,500 | $4,663+168.1% | $12,5000% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $6,689-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $22,564 | $13,390+68.5% | $22,5640% | $13,390+68.5% |