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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 | $594,288 | $85,060+598.7% | $70,565+742.2% | $139,487+326.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 22.22% | 30.39%-8.2pp | 32.79%-10.6pp | 373.84%-351.6pp |
| Employer contribution / active EE | $14,286 | $3,912+265.2% | $2,976+380.1% | $4,755+200.5% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18,810 | $8,932+110.6% | $6,430+192.5% | $11,407+64.9% |