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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 | $428,693 | $100,073+328.4% | $85,126+403.6% | $145,877+193.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 84.11%-70.2pp | 66.63%-52.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $11,958 | $3,236+269.5% | $2,731+337.8% | $4,663+156.4% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,943 | $7,261-59.5% | $6,160-52.2% | $13,402-78.0% |