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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 | $682,898 | $115,810+489.7% | $101,271+574.3% | $158,966+329.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.93% | 56.15%-39.2pp | 46.48%-29.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,873 | $4,958+119.3% | $4,371+148.8% | $5,983+81.7% |
| Admin fee / account holder | $2,857 | $7,248-60.6% | $5,948-52.0% | $11,250-74.6% |