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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 | $527,012 | $108,882+384.0% | $96,754+444.7% | $154,746+240.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.65% | 98.39%-84.7pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,431 | $3,018+46.8% | $2,679+65.4% | $4,379+1.2% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $83,364 | $10,200+717.3% | $8,905+836.2% | $14,365+480.3% |