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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 | $110,410+314.0% | $102,437+346.2% | $145,897+213.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $16,765 | $4,217+297.5% | $3,871+333.1% | $4,663+259.6% |
| Participant deferral / active EE | $10,008 | $5,622+78.0% | $5,060+97.8% | $6,689+49.6% |
| Admin fee / account holder | $3,015 | $9,745-69.1% | $8,388-64.1% | $13,390-77.5% |