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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 | $550,396 | $106,280+417.9% | $96,538+470.1% | $139,487+294.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.02% | 38.48%-26.5pp | 35.74%-23.7pp | 373.84%-361.8pp |
| Employer contribution / active EE | $14,795 | $4,107+260.2% | $3,740+295.6% | $4,755+211.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $127,616 | $7,888+1517.9% | $6,737+1794.2% | $11,407+1018.7% |