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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 | $476,409 | $85,766+455.5% | $136,298+249.5% | $70,126+579.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.95% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $19,275 | $2,966+549.9% | $4,696+310.5% | $2,343+722.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,048 | $5,421+11.6% | $9,244-34.6% | $4,645+30.2% |