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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 | $516,915 | $98,240+426.2% | $82,312+528.0% | $147,586+250.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.30% | 30.85%-14.6pp | 25.88%-9.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,396 | $3,192+69.1% | $2,428+122.2% | $4,876+10.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,121 | $8,563+111.6% | $5,608+223.1% | $10,886+66.5% |