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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 | $721,164 | $106,280+578.6% | $96,538+647.0% | $139,487+417.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.74% | 38.48%-23.7pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $20,110 | $4,107+389.6% | $3,740+437.7% | $4,755+322.9% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18,833 | $7,888+138.8% | $6,737+179.5% | $11,407+65.1% |