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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 | $434,539 | $127,100+241.9% | $105,738+311.0% | $135,379+221.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 2.44% | 4.49%-2.1pp | 6.27%-3.8pp | 519.79%-517.3pp |
| Employer contribution / active EE | $25,409 | $4,107+518.7% | $3,268+677.4% | $4,779+431.7% |
| Participant deferral / active EE | $14,333 | $5,064+183.0% | $4,080+251.3% | $5,609+155.5% |
| Admin fee / account holder | $12,542 | $9,087+38.0% | $6,913+81.4% | $10,828+15.8% |