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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 | $575,855 | $127,387+352.1% | $115,038+400.6% | $125,389+359.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.16% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,978 | $5,166-42.4% | $4,608-35.4% | $4,866-38.8% |
| Participant deferral / active EE | $8,451 | $6,423+31.6% | $6,026+40.2% | $5,352+57.9% |
| Admin fee / account holder | $3,464 | $9,516-63.6% | $8,175-57.6% | $9,541-63.7% |