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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 | $111,814+478.8% | $103,378+526.0% | $145,978+343.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $31,176 | $4,215+639.6% | $3,870+705.5% | $4,662+568.8% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,690+204.0% |
| Admin fee / account holder | $5,617 | $9,764-42.5% | $8,401-33.1% | $13,400-58.1% |