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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 | $544,790 | $101,618+436.1% | $93,063+485.4% | $137,256+296.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.15% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $28,452 | $2,707+951.0% | $2,476+1049.0% | $4,156+584.6% |
| Participant deferral / active EE | $18,000 | $4,279+320.6% | $3,958+354.8% | $6,407+181.0% |
| Admin fee / account holder | $4,388 | $6,198-29.2% | $6,033-27.3% | $12,270-64.2% |