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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 | $656,239 | $115,225+469.5% | $100,712+551.6% | $138,895+372.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.36% | 40.35%-29.0pp | 33.27%-21.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $16,142 | $2,771+482.5% | $2,313+598.0% | $4,194+284.9% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,160 | $10,844-52.4% | $9,256-44.3% | $12,562-58.9% |