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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 | $566,882 | $211,224+168.4% | $178,505+217.6% | $145,897+288.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.97% | 30.28%-20.3pp | 27.16%-17.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,410 | $4,577-47.3% | $3,955-39.1% | $4,663-48.3% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,539 | $12,109-54.3% | $10,428-46.9% | $13,390-58.6% |