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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% | $103,374+526.0% | $145,959+343.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $31,176 | $4,214+639.9% | $3,869+705.7% | $4,661+568.9% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,689+204.0% |
| Admin fee / account holder | $5,617 | $9,754-42.4% | $8,394-33.1% | $13,398-58.1% |