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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 | $554,848 | $113,338+389.5% | $94,993+484.1% | $147,586+275.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.69% | 20.80%-4.1pp | 27.14%-10.5pp | 578.59%-561.9pp |
| Employer contribution / active EE | $28,783 | $3,160+810.7% | $2,603+1005.6% | $4,876+490.3% |
| Participant deferral / active EE | $6,567 | $3,777+73.9% | $3,317+98.0% | $5,439+20.7% |
| Admin fee / account holder | $3,413 | $6,063-43.7% | $4,960-31.2% | $10,886-68.6% |