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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 | $111,814+428.2% | $103,378+471.3% | $145,978+304.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $44,129 | $4,215+946.9% | $3,870+1040.2% | $4,662+846.6% |
| Participant deferral / active EE | $3,367 | $5,618-40.1% | $5,058-33.4% | $6,690-49.7% |
| Admin fee / account holder | $54,331 | $9,764+456.4% | $8,401+546.7% | $13,400+305.4% |