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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 | $806,734 | $110,278+631.5% | $95,740+742.6% | $139,466+478.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.23% | 27.19%-16.0pp | 28.41%-17.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,919 | $3,260-41.2% | $2,836-32.3% | $4,754-59.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,000 | $6,613+126.8% | $5,676+164.3% | $11,409+31.5% |