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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 | $596,000 | $96,956+514.7% | $69,779+754.1% | $273,972+117.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.00% | 12.93%-4.9pp | 12.99%-5.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,591 | $3,316-21.9% | $2,338+10.8% | $4,869-46.8% |
| Participant deferral / active EE | $3,231 | $3,744-13.7% | $2,931+10.2% | $5,287-38.9% |
| Admin fee / account holder | $73,884 | $7,934+831.2% | $4,381+1586.5% | $10,133+629.2% |