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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 | $739,222 | $123,000+501.0% | $105,582+600.1% | $198,609+272.2% |
| Participation rate | 83.3% | 76.8%+6.6pp | 71.8%+11.6pp | 82.4%+1.0pp |
| Annual return | 5.87% | 18.31%-12.4pp | 18.61%-12.7pp | 202.70%-196.8pp |
| Employer contribution / active EE | $25,000 | $3,582+597.9% | $2,984+737.8% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,723 | $16,254-46.3% | $12,856-32.2% | $19,030-54.2% |