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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 | $530,666 | $109,967+382.6% | $97,197+446.0% | $145,877+263.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 244.27%-230.8pp | 75.47%-62.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,500 | $3,077-18.7% | $2,723-8.2% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $18,302 | $6,199+195.2% | $5,637+224.7% | $13,402+36.6% |