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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 | $680,937 | $116,203+486.0% | $93,621+627.3% | $152,909+345.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.73% | 35.96%-15.2pp | 32.76%-12.0pp | 345.46%-324.7pp |
| Employer contribution / active EE | $4,664 | $3,219+44.9% | $2,719+71.6% | $4,764-2.1% |
| Participant deferral / active EE | $20,600 | $4,605+347.4% | $4,070+406.2% | $5,851+252.1% |
| Admin fee / account holder | $2,692 | $10,751-75.0% | $7,890-65.9% | $11,601-76.8% |