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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 | $459,097 | $87,166+426.7% | $76,735+498.3% | $137,256+234.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.74% | 26.50%-13.8pp | 29.77%-17.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $13,428 | $2,904+362.3% | $2,454+447.1% | $4,156+223.1% |
| Participant deferral / active EE | $37,488 | $4,726+693.2% | $4,088+817.0% | $6,407+485.1% |
| Admin fee / account holder | $961,151 | $8,403+11338.0% | $7,189+13269.1% | $12,270+7733.2% |