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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 | $709,063 | $121,701+482.6% | $104,639+577.6% | $158,982+346.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.13% | 465.72%-453.6pp | 340.67%-328.5pp | 302.99%-290.9pp |
| Employer contribution / active EE | $1,927 | $3,165-39.1% | $2,682-28.2% | $4,763-59.5% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,833 | $7,778+39.3% | $6,465+67.6% | $11,252-3.7% |