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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 | $442,877 | $117,895+275.7% | $102,460+332.2% | $145,897+203.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 31.92%-21.1pp | 29.47%-18.6pp | 552.29%-541.5pp |
| Employer contribution / active EE | $17,533 | $3,619+384.5% | $3,025+479.6% | $4,663+276.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,760 | $13,353-34.4% | $9,460-7.4% | $13,390-34.6% |