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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 | $926,836 | $102,245+806.5% | $89,340+937.4% | $137,256+575.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 15.51% | 21.89%-6.4pp | 20.57%-5.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $29,781 | $2,529+1077.5% | $2,231+1234.7% | $4,156+616.6% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,100 | $8,085-12.2% | $6,704+5.9% | $12,270-42.1% |