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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 | $456,275 | $58,311+682.5% | $81,882+457.2% | $80,959+463.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.68% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $15,118 | $2,347+544.2% | $2,916+418.5% | $2,757+448.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,242 | $4,752+73.4% | $7,360+12.0% | $6,925+19.0% |