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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 | $443,568 | $154,209+187.6% | $130,062+241.0% | $139,487+218.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.33% | 32.52%-19.2pp | -137.37%+150.7pp | 373.84%-360.5pp |
| Employer contribution / active EE | $16,887 | $5,292+219.1% | $4,322+290.7% | $4,755+255.2% |
| Participant deferral / active EE | $15,169 | $6,709+126.1% | $5,821+160.6% | $6,713+126.0% |
| Admin fee / account holder | $6,965 | $13,988-50.2% | $10,601-34.3% | $11,407-38.9% |