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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 | $614,393 | $89,370+587.5% | $141,197+335.1% | $72,976+741.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.43% | 111.88%-88.4pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,668 | $5,419+78.4% | $6,710+44.1% | $3,608+168.0% |
| Admin fee / account holder | $51,204 | $5,957+759.6% | $10,265+398.8% | $5,124+899.3% |