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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 | $511,456 | $103,387+394.7% | $87,102+487.2% | $152,885+234.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.88% | 28.10%-14.2pp | 28.19%-14.3pp | 345.39%-331.5pp |
| Employer contribution / active EE | $7,353 | $3,221+128.3% | $2,521+191.6% | $4,763+54.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,209 | $12,193-73.7% | $7,491-57.2% | $11,598-72.3% |