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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 | $617,983 | $95,188+549.2% | $76,518+707.6% | $135,380+356.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 3.24% | 4.85%-1.6pp | -0.27%+3.5pp | 519.81%-516.6pp |
| Employer contribution / active EE | $22,839 | $3,303+591.5% | $2,647+762.8% | $4,779+377.9% |
| Participant deferral / active EE | $5,267 | $4,640+13.5% | $3,836+37.3% | $5,609-6.1% |
| Admin fee / account holder | $212,456 | $6,249+3299.8% | $4,849+4281.9% | $10,828+1862.1% |