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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 | $427,600 | $124,314+244.0% | $109,163+291.7% | $167,518+155.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.24% | 26.04%-14.8pp | 25.75%-14.5pp | 478.71%-467.5pp |
| Employer contribution / active EE | $29,717 | $4,209+606.1% | $3,723+698.3% | $4,838+514.2% |
| Participant deferral / active EE | $6,379 | $5,256+21.4% | $4,654+37.1% | $6,342+0.6% |
| Admin fee / account holder | $3,305 | $7,973-58.5% | $6,754-51.1% | $12,312-73.2% |