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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 | $663,872 | $96,524+587.8% | $75,900+774.7% | $152,909+334.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.08% | 33.93%-14.8pp | 30.73%-11.6pp | 345.46%-326.4pp |
| Employer contribution / active EE | $10,000 | $3,311+202.1% | $2,501+299.8% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $208,386 | $8,082+2478.4% | $5,421+3744.0% | $11,601+1696.3% |