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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 | $590,549 | $110,410+434.9% | $102,437+476.5% | $145,897+304.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $44,129 | $4,217+946.4% | $3,871+1040.1% | $4,663+846.4% |
| Participant deferral / active EE | $3,367 | $5,622-40.1% | $5,060-33.5% | $6,689-49.7% |
| Admin fee / account holder | $54,331 | $9,745+457.5% | $8,388+547.7% | $13,390+305.7% |