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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 | $618,059 | $96,558+540.1% | $80,977+663.3% | $273,972+125.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.10% | 15.14%-8.0pp | 17.11%-10.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $30,125 | $4,869+518.7% | $3,715+711.0% | $4,869+518.7% |
| Participant deferral / active EE | $20,038 | $6,598+203.7% | $5,696+251.8% | $5,287+279.0% |
| Admin fee / account holder | $1,739 | $7,493-76.8% | $5,517-68.5% | $10,133-82.8% |