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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 | $110,379+369.5% | $102,412+406.0% | $145,884+255.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,107 | $4,216-26.3% | $3,870-19.7% | $4,662-33.4% |
| Participant deferral / active EE | $14,802 | $5,622+163.3% | $5,060+192.5% | $6,690+121.3% |
| Admin fee / account holder | $167,219 | $9,745+1616.0% | $8,388+1893.6% | $13,392+1148.7% |