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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 | $533,193 | $375,661+41.9% | $312,151+70.8% | $382,429+39.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 19.31% | 0.11%+19.2pp | 1.82%+17.5pp | 248.85%-229.5pp |
| Employer contribution / active EE | $23,676 | $9,697+144.2% | $8,031+194.8% | $8,036+194.6% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $84,227 | $64,308+31.0% | $51,799+62.6% | $30,732+174.1% |