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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 | $494,546 | $102,938+380.4% | $94,105+425.5% | $138,895+256.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.05% | 250.28%-239.2pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,103 | $2,732-59.6% | $2,504-56.0% | $4,194-73.7% |
| Participant deferral / active EE | $5,237 | $4,196+24.8% | $3,881+34.9% | $6,396-18.1% |
| Admin fee / account holder | $155,526 | $6,600+2256.5% | $6,199+2408.7% | $12,562+1138.0% |