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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 | $949,165 | $124,346+663.3% | $111,306+752.8% | $167,553+466.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.08% | 37.46%-23.4pp | 54.67%-40.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $6,470 | $3,438+88.2% | $2,732+136.8% | $4,840+33.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $42,443 | $10,623+299.5% | $7,966+432.8% | $12,316+244.6% |