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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 | $518,199 | $111,814+363.4% | $103,378+401.3% | $145,978+255.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.80%-14.4pp | 24.91%-14.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $3,107 | $4,215-26.3% | $3,870-19.7% | $4,662-33.3% |
| Participant deferral / active EE | $14,802 | $5,618+163.5% | $5,058+192.7% | $6,690+121.3% |
| Admin fee / account holder | $167,219 | $9,764+1612.6% | $8,401+1890.5% | $13,400+1147.9% |