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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 | $647,149 | $110,410+486.1% | $102,437+531.8% | $145,897+343.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $31,176 | $4,217+639.3% | $3,871+705.4% | $4,663+568.6% |
| Participant deferral / active EE | $20,333 | $5,622+261.7% | $5,060+301.8% | $6,689+204.0% |
| Admin fee / account holder | $5,617 | $9,745-42.4% | $8,388-33.0% | $13,390-58.1% |