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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 | $623,430 | $110,410+464.7% | $102,437+508.6% | $145,897+327.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.28% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $18,184 | $4,217+331.2% | $3,871+369.8% | $4,663+290.0% |
| Participant deferral / active EE | $3,769 | $5,622-33.0% | $5,060-25.5% | $6,689-43.7% |
| Admin fee / account holder | $24,650 | $9,745+152.9% | $8,388+193.9% | $13,390+84.1% |