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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 | $504,651 | $75,832+565.5% | $147,617+241.9% | $59,633+746.3% |
| Participation rate | 98.0% | 71.6%+26.5pp | 84.6%+13.4pp | 68.7%+29.4pp |
| Annual return | 0.55% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $20,487 | $3,485+487.9% | $5,564+268.2% | $2,203+830.1% |
| Participant deferral / active EE | $15,561 | $3,131+397.1% | $4,895+217.9% | $3,192+387.6% |
| Admin fee / account holder | $72,909 | $5,986+1118.1% | $11,612+527.9% | $4,297+1596.8% |