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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 | $520,697 | $72,177+621.4% | $115,037+352.6% | $59,633+773.2% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | -0.21% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $9,180 | $2,841+223.1% | $4,608+99.2% | $2,203+316.8% |
| Participant deferral / active EE | $19,567 | $4,783+309.1% | $6,026+224.7% | $3,192+513.1% |
| Admin fee / account holder | $37,437 | $4,927+659.8% | $8,175+357.9% | $4,297+771.2% |