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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 | $466,960 | $110,337+323.2% | $102,383+356.1% | $145,877+220.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,003 | $4,216-76.2% | $3,870-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $30,500 | $5,621+442.6% | $5,060+502.8% | $6,691+355.9% |
| Admin fee / account holder | $3,479 | $9,750-64.3% | $8,391-58.5% | $13,402-74.0% |