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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 | $590,812 | $158,852+271.9% | $121,220+387.4% | $135,380+336.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 18.09% | -0.64%+18.7pp | 16.94%+1.2pp | 519.81%-501.7pp |
| Employer contribution / active EE | $27,720 | $5,666+389.2% | $4,023+589.1% | $4,779+480.0% |
| Participant deferral / active EE | $17,013 | $4,006+324.7% | $3,345+408.6% | $5,609+203.3% |
| Admin fee / account holder | $2,700 | $6,515-58.6% | $5,021-46.2% | $10,828-75.1% |