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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 | $616,860 | $166,089+271.4% | $164,928+274.0% | $145,978+322.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.08% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,561 | $5,276-70.4% | $4,343-64.1% | $4,662-66.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,652 | $16,641+84.2% | $12,684+141.6% | $13,400+128.7% |