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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 | $650,090 | $115,225+464.2% | $100,712+545.5% | $138,895+368.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.58% | 40.35%-28.8pp | 33.27%-21.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $10,769 | $2,771+288.6% | $2,313+365.6% | $4,194+156.7% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,076 | $10,844-62.4% | $9,256-56.0% | $12,562-67.6% |