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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 | $751,930 | $167,353+349.3% | $143,797+422.9% | $134,545+458.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.92% | 0.48%+10.4pp | -0.04%+11.0pp | 418.37%-407.4pp |
| Employer contribution / active EE | $6,372 | $5,620+13.4% | $4,952+28.7% | $4,742+34.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40,732 | $18,096+125.1% | $14,679+177.5% | $11,431+256.3% |