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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 | $819,734 | $111,814+633.1% | $103,378+692.9% | $145,978+461.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $41,107 | $4,215+875.2% | $3,870+962.1% | $4,662+781.8% |
| Participant deferral / active EE | $19,037 | $5,618+238.9% | $5,058+276.4% | $6,690+184.6% |
| Admin fee / account holder | $39,044 | $9,764+299.9% | $8,401+364.8% | $13,400+191.4% |