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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 | $738,802 | $87,166+747.6% | $76,735+862.8% | $137,256+438.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.58% | 26.50%-1.9pp | 29.77%-5.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,106 | $2,904-27.5% | $2,454-14.2% | $4,156-49.3% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,645 | $8,403+98.1% | $7,189+131.5% | $12,270+35.7% |