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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 | $457,091 | $111,814+308.8% | $103,374+342.2% | $145,959+213.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.89%-14.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $16,765 | $4,214+297.9% | $3,869+333.3% | $4,661+259.7% |
| Participant deferral / active EE | $10,008 | $5,618+78.1% | $5,058+97.9% | $6,689+49.6% |
| Admin fee / account holder | $3,015 | $9,754-69.1% | $8,394-64.1% | $13,398-77.5% |