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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 | $433,071 | $111,878+287.1% | $93,727+362.1% | $145,897+196.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 204.28%-194.6pp | 133.83%-124.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $12,311 | $3,092+298.1% | $2,421+408.4% | $4,663+164.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,679 | $10,256+82.1% | $8,292+125.3% | $13,390+39.5% |