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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 | $699,557 | $97,027+621.0% | $83,323+739.6% | $135,382+416.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.46% | 12.31%-9.8pp | 10.63%-8.2pp | 519.77%-517.3pp |
| Employer contribution / active EE | $4,043 | $4,143-2.4% | $3,379+19.7% | $4,779-15.4% |
| Participant deferral / active EE | $7,820 | $5,964+31.1% | $5,565+40.5% | $5,609+39.4% |
| Admin fee / account holder | $48,659 | $8,427+477.5% | $7,539+545.4% | $10,829+349.4% |