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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 | $547,646 | $152,592+258.9% | $125,180+337.5% | $152,885+258.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.90% | 54.84%-40.9pp | 43.79%-29.9pp | 345.39%-331.5pp |
| Employer contribution / active EE | $2,938 | $4,947-40.6% | $3,866-24.0% | $4,763-38.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28,433 | $13,435+111.6% | $9,703+193.0% | $11,598+145.2% |