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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 | $530,536 | $97,020+446.8% | $83,322+536.7% | $135,379+291.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.90% | 12.31%-6.4pp | 10.64%-4.7pp | 519.79%-513.9pp |
| Employer contribution / active EE | $21,569 | $4,144+420.5% | $3,379+538.4% | $4,779+351.3% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,676 | $8,426+50.4% | $7,540+68.1% | $10,828+17.1% |