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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 | $494,993 | $100,073+394.6% | $85,126+481.5% | $145,877+239.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 84.11%-68.0pp | 66.63%-50.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,700 | $3,236-16.6% | $2,731-1.1% | $4,663-42.1% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,848 | $7,261-60.8% | $6,160-53.8% | $13,402-78.7% |