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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 | $588,650 | $100,125+487.9% | $81,482+622.4% | $145,978+303.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 34.44%-23.9pp | 24.79%-14.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $22,107 | $2,977+642.5% | $2,463+797.5% | $4,662+374.2% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,439 | $8,198-82.4% | $5,761-75.0% | $13,400-89.3% |