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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 | $544,166 | $64,138+748.4% | $112,244+384.8% | $66,923+713.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 20.43% | -13.81%+34.2pp | 27.46%-7.0pp | 1.58%+18.8pp |
| Employer contribution / active EE | $7,312 | $3,006+143.2% | $3,635+101.1% | $2,545+187.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,563 | $625+150.0% | $6,411-75.6% | $593+163.5% |