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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 | $507,153 | $180,749+180.6% | $160,784+215.4% | $137,256+269.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.40% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $126,470 | $6,844+1747.8% | $6,293+1909.7% | $6,407+1874.0% |
| Admin fee / account holder | $34,068 | $10,397+227.7% | $9,717+250.6% | $12,270+177.6% |