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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 | $520,138 | $232,540+123.7% | $185,117+181.0% | $147,586+252.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.11% | 43.03%-32.9pp | 40.50%-30.4pp | 578.59%-568.5pp |
| Employer contribution / active EE | $3,864 | $5,195-25.6% | $4,182-7.6% | $4,876-20.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,400 | $10,275+79.1% | $8,159+125.5% | $10,886+69.0% |