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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 | $481,612 | $85,060+466.2% | $70,565+582.5% | $139,487+245.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 32.57% | 30.39%+2.2pp | 32.79%-0.2pp | 373.84%-341.3pp |
| Employer contribution / active EE | $2,106 | $3,912-46.2% | $2,976-29.2% | $4,755-55.7% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $19,163 | $8,932+114.5% | $6,430+198.0% | $11,407+68.0% |