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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 | $755,892 | $111,878+575.6% | $93,727+706.5% | $145,897+418.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.51% | 204.28%-193.8pp | 133.83%-123.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,631 | $3,092+82.1% | $2,421+132.6% | $4,663+20.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,203 | $10,256-78.5% | $8,292-73.4% | $13,390-83.5% |