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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 | $489,986 | $111,814+338.2% | $103,378+374.0% | $145,978+235.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 24.80%-9.1pp | 24.91%-9.2pp | 550.52%-534.8pp |
| Employer contribution / active EE | $4,244 | $4,215+0.7% | $3,870+9.6% | $4,662-9.0% |
| Participant deferral / active EE | $15,000 | $5,618+167.0% | $5,058+196.6% | $6,690+124.2% |
| Admin fee / account holder | $1,524 | $9,764-84.4% | $8,401-81.9% | $13,400-88.6% |