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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 | $548,547 | $81,276+574.9% | $155,574+252.6% | $80,925+577.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.94% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $28,450 | $3,103+816.9% | $4,676+508.5% | $2,756+932.2% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $38,763 | $7,993+384.9% | $15,914+143.6% | $6,940+458.5% |