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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 | $660,537 | $95,895+588.8% | $79,576+730.1% | $134,509+391.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 11.19% | -2.72%+13.9pp | 0.15%+11.0pp | 418.13%-406.9pp |
| Employer contribution / active EE | $11,473 | $3,128+266.8% | $2,413+375.4% | $4,741+142.0% |
| Participant deferral / active EE | $23,375 | $4,693+398.1% | $3,985+486.5% | $6,400+265.2% |
| Admin fee / account holder | $1,422 | $9,129-84.4% | $6,834-79.2% | $11,427-87.6% |