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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 | $100,279+563.1% | $81,353+717.3% | $145,884+355.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 34.49%-20.9pp | 24.82%-11.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $8,333 | $2,979+179.7% | $2,464+238.2% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,172 | $8,206+97.1% | $5,766+180.5% | $13,392+20.8% |