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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 | $440,827 | $110,379+299.4% | $102,412+330.4% | $145,884+202.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $5,893 | $4,216+39.8% | $3,870+52.3% | $4,662+26.4% |
| Participant deferral / active EE | $8,798 | $5,622+56.5% | $5,060+73.9% | $6,690+31.5% |
| Admin fee / account holder | $200,808 | $9,745+1960.7% | $8,388+2294.1% | $13,392+1399.5% |