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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 | $871,414 | $135,956+541.0% | $123,894+603.4% | $273,972+218.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.08% | 56.63%-44.6pp | 47.52%-35.4pp | 41.46%-29.4pp |
| Employer contribution / active EE | $18,483 | $5,170+257.5% | $4,617+300.3% | $4,869+279.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $846 | $9,817-91.4% | $8,357-89.9% | $10,133-91.7% |