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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 | $805,463 | $123,155+554.0% | $108,753+640.6% | $155,188+419.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.71% | 44.73%-35.0pp | 37.47%-27.8pp | 148.84%-139.1pp |
| Employer contribution / active EE | $26,323 | $2,811+836.3% | $2,427+984.8% | $4,248+519.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20,812 | $12,126+71.6% | $10,320+101.7% | $14,480+43.7% |