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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 | $110,410+322.9% | $102,437+355.8% | $145,897+220.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,003 | $4,217-76.2% | $3,871-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $30,500 | $5,622+442.5% | $5,060+502.8% | $6,689+356.0% |
| Admin fee / account holder | $3,479 | $9,745-64.3% | $8,388-58.5% | $13,390-74.0% |