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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 | $479,716 | $116,203+312.8% | $93,621+412.4% | $152,897+213.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.90% | 35.96%-20.1pp | 32.76%-16.9pp | 345.43%-329.5pp |
| Employer contribution / active EE | $8,815 | $3,219+173.8% | $2,719+224.2% | $4,764+85.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $226,436 | $10,751+2006.3% | $7,890+2769.9% | $11,599+1852.1% |