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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 | $487,945 | $52,580+828.0% | $71,671+580.8% | $70,126+595.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.12% | 20.25%-7.1pp | 20.65%-7.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $23,582 | $1,616+1359.5% | $2,460+858.7% | $2,343+906.7% |
| Participant deferral / active EE | $11,740 | $2,386+392.0% | $3,438+241.5% | $3,332+252.4% |
| Admin fee / account holder | $4,251 | $3,653+16.4% | $5,558-23.5% | $4,645-8.5% |