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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 | $407,810 | $110,337+269.6% | $102,383+298.3% | $145,877+179.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.99% | 24.83%-8.8pp | 24.94%-8.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $16,000 | $4,216+279.5% | $3,870+313.4% | $4,663+243.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,107 | $9,750+44.7% | $8,391+68.1% | $13,402+5.3% |