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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 | $408,477 | $117,895+246.5% | $102,460+298.7% | $145,897+180.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 31.92%-19.3pp | 29.47%-16.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $18,108 | $3,619+400.4% | $3,025+498.6% | $4,663+288.4% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $110,068 | $13,353+724.3% | $9,460+1063.5% | $13,390+722.0% |