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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 | $462,710 | $110,337+319.4% | $102,383+351.9% | $145,877+217.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.44% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $17,983 | $4,216+326.5% | $3,870+364.6% | $4,663+285.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,804 | $9,750-71.2% | $8,391-66.6% | $13,402-79.1% |