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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 | $494,278 | $85,024+481.3% | $70,544+600.7% | $139,466+254.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.46% | 30.39%-17.9pp | 32.79%-20.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $17,676 | $3,912+351.8% | $2,976+494.0% | $4,754+271.8% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $478,941 | $8,928+5264.3% | $6,427+7352.1% | $11,409+4098.0% |