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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 | $482,166 | $116,190+315.0% | $93,614+415.1% | $152,885+215.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.63% | 35.96%-14.3pp | 32.76%-11.1pp | 345.39%-323.8pp |
| Employer contribution / active EE | $12,000 | $3,219+272.8% | $2,718+341.5% | $4,763+151.9% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,101 | $10,749+77.7% | $7,889+142.1% | $11,598+64.7% |