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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 | $513,676 | $112,729+355.7% | $98,716+420.4% | $137,256+274.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.40% | 38.48%-28.1pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $10,000 | $2,725+266.9% | $2,279+338.9% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,880 | $10,129-71.6% | $8,703-66.9% | $12,270-76.5% |