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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 | $461,469 | $91,911+402.1% | $68,612+572.6% | $135,380+240.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 6.62% | -8.22%+14.8pp | -4.63%+11.3pp | 519.81%-513.2pp |
| Employer contribution / active EE | $16,071 | $3,924+309.6% | $2,625+512.2% | $4,779+236.3% |
| Participant deferral / active EE | $8,670 | $4,315+100.9% | $3,311+161.9% | $5,609+54.6% |
| Admin fee / account holder | $464 | $9,240-95.0% | $5,131-91.0% | $10,828-95.7% |