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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 | $110,337+486.5% | $102,383+532.1% | $145,877+343.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $31,176 | $4,216+639.5% | $3,870+705.5% | $4,663+568.6% |
| Participant deferral / active EE | $20,333 | $5,621+261.8% | $5,060+301.9% | $6,691+203.9% |
| Admin fee / account holder | $5,617 | $9,750-42.4% | $8,391-33.1% | $13,402-58.1% |