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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 | $816,313 | $108,882+649.7% | $96,754+743.7% | $154,746+427.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.02% | 98.39%-83.4pp | 82.04%-67.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $10,488 | $3,018+247.5% | $2,679+291.4% | $4,379+139.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,684 | $10,200-73.7% | $8,905-69.9% | $14,365-81.3% |