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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 | $486,533 | $83,337+483.8% | $67,834+617.2% | $273,972+77.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.87% | 259.45%-248.6pp | 138.47%-127.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $7,143 | $3,287+117.3% | $2,403+197.2% | $4,869+46.7% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $99,101 | $6,752+1367.7% | $4,622+2044.0% | $10,133+878.0% |