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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 | $664,902 | $100,147+563.9% | $81,286+718.0% | $145,877+355.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 34.44%-20.8pp | 24.80%-11.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $8,333 | $2,977+179.9% | $2,463+238.4% | $4,663+78.7% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,172 | $8,201+97.2% | $5,764+180.6% | $13,402+20.7% |