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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 | $447,376 | $62,146+619.9% | $81,438+449.3% | $74,546+500.1% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 19.87% | 16.49%+3.4pp | 24.74%-4.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $1,817 | $1,883-3.5% | $2,460-26.1% | $2,624-30.7% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,347-100.0% |
| Admin fee / account holder | $324 | $1,922-83.2% | $5,764-94.4% | $1,944-83.3% |