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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 | $394,119 | $113,339+247.7% | $94,993+314.9% | $147,585+167.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.72% | 20.77%-5.0pp | 27.12%-11.4pp | 578.56%-562.8pp |
| Employer contribution / active EE | $5,591 | $3,160+76.9% | $2,603+114.7% | $4,876+14.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,554 | $6,063+156.6% | $4,960+213.6% | $10,885+42.9% |