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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 | $577,563 | $92,219+526.3% | $76,766+652.4% | $135,382+326.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.53% | 5.46%-3.9pp | 2.43%-0.9pp | 519.77%-518.2pp |
| Employer contribution / active EE | $6,732 | $3,216+109.3% | $2,485+170.9% | $4,779+40.9% |
| Participant deferral / active EE | $2,805 | $4,508-37.8% | $3,851-27.2% | $5,609-50.0% |
| Admin fee / account holder | $23,538 | $10,749+119.0% | $6,675+252.6% | $10,829+117.4% |