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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 | $477,126 | $140,592+239.4% | $123,106+287.6% | $125,388+280.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.30% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $21,064 | $6,041+248.7% | $5,151+308.9% | $4,866+332.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,402 | $11,198+46.5% | $9,015+81.9% | $9,541+71.9% |