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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 | $412,324 | $99,652+313.8% | $78,778+423.4% | $147,586+179.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.35% | 47.28%-36.9pp | 35.62%-25.3pp | 578.59%-568.2pp |
| Employer contribution / active EE | $18,667 | $2,796+567.7% | $1,986+840.1% | $4,876+282.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,584 | $7,155-35.9% | $5,134-10.7% | $10,886-57.9% |