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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 | $501,824 | $91,911+446.0% | $68,612+631.4% | $135,380+270.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 2.00% | -8.22%+10.2pp | -4.63%+6.6pp | 519.81%-517.8pp |
| Employer contribution / active EE | $8,356 | $3,924+113.0% | $2,625+218.3% | $4,779+74.9% |
| Participant deferral / active EE | $10,505 | $4,315+143.4% | $3,311+217.3% | $5,609+87.3% |
| Admin fee / account holder | $18,022 | $9,240+95.0% | $5,131+251.2% | $10,828+66.4% |