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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 | $731,406 | $211,224+246.3% | $178,505+309.7% | $145,897+401.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.09% | 30.28%-22.2pp | 27.16%-19.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $25,743 | $4,577+462.5% | $3,955+550.9% | $4,663+452.1% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $59,911 | $12,109+394.8% | $10,428+474.5% | $13,390+347.4% |