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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 | $459,041 | $110,379+315.9% | $102,412+348.2% | $145,884+214.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,724 | $4,216-35.4% | $3,870-29.6% | $4,662-41.6% |
| Participant deferral / active EE | $26,693 | $5,622+374.8% | $5,060+427.5% | $6,690+299.0% |
| Admin fee / account holder | $184,015 | $9,745+1788.3% | $8,388+2093.9% | $13,392+1274.1% |