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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 | $498,242 | $82,028+507.4% | $123,105+304.7% | $59,633+735.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.70% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $28,501 | $3,297+764.5% | $5,151+453.3% | $2,203+1194.0% |
| Participant deferral / active EE | $11,774 | $4,667+152.3% | $6,229+89.0% | $3,192+268.9% |
| Admin fee / account holder | $12,258 | $5,879+108.5% | $9,014+36.0% | $4,297+185.3% |