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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 | $685,602 | $142,409+381.4% | $119,634+473.1% | $134,545+409.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 19.70% | -12.46%+32.2pp | -14.98%+34.7pp | 418.37%-398.7pp |
| Employer contribution / active EE | $23,820 | $5,224+356.0% | $4,232+462.8% | $4,742+402.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,831 | $13,594+67.9% | $10,329+121.0% | $11,431+99.7% |