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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 | $811,238 | $99,345+716.6% | $84,753+857.2% | $273,972+196.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.58% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $16,401 | $4,214+289.2% | $3,574+358.9% | $4,869+236.9% |
| Participant deferral / active EE | $8,835 | $4,270+106.9% | $3,712+138.0% | $5,287+67.1% |
| Admin fee / account holder | $74,128 | $6,645+1015.5% | $5,333+1290.0% | $10,133+631.6% |