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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 | $605,966 | $228,352+165.4% | $185,827+226.1% | $158,950+281.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.40% | 40.81%-27.4pp | 35.96%-22.6pp | 302.91%-289.5pp |
| Employer contribution / active EE | $24,000 | $4,967+383.2% | $4,087+487.2% | $4,762+404.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,686 | $11,867-85.8% | $9,502-82.3% | $11,248-85.0% |