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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 | $721,584 | $99,345+626.3% | $84,753+751.4% | $273,972+163.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.42% | 22.93%-12.5pp | 22.78%-12.4pp | 41.46%-31.0pp |
| Employer contribution / active EE | $30,000 | $4,214+611.9% | $3,574+739.3% | $4,869+516.2% |
| Participant deferral / active EE | $17,000 | $4,270+298.2% | $3,712+358.0% | $5,287+221.5% |
| Admin fee / account holder | $727 | $6,645-89.1% | $5,333-86.4% | $10,133-92.8% |