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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 | $570,477 | $117,846+384.1% | $102,434+456.9% | $145,884+291.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.36% | 31.90%-14.5pp | 29.46%-12.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $12,805 | $3,615+254.2% | $3,023+323.6% | $4,662+174.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,721 | $13,356-42.2% | $9,462-18.4% | $13,392-42.3% |