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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 | $543,049 | $110,337+392.2% | $102,383+430.4% | $145,877+272.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $21,883 | $4,216+419.1% | $3,870+465.4% | $4,663+369.3% |
| Participant deferral / active EE | $3,736 | $5,621-33.5% | $5,060-26.2% | $6,691-44.2% |
| Admin fee / account holder | $17,585 | $9,750+80.4% | $8,391+109.6% | $13,402+31.2% |