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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 | $603,700 | $91,037+563.1% | $71,671+742.3% | $147,586+309.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.99% | 20.48%-9.5pp | 20.65%-9.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $11,328 | $3,327+240.4% | $2,460+360.5% | $4,876+132.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,511 | $8,613+91.7% | $5,558+197.0% | $10,886+51.7% |