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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 | $471,255 | $85,206+453.1% | $172,745+172.8% | $72,986+545.7% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 20.56% | 27.32%-6.8pp | 802.90%-782.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,016 | $3,325-39.4% | $5,144-60.8% | $2,440-17.4% |
| Participant deferral / active EE | $6,312 | $3,260+93.6% | $5,197+21.4% | $3,607+75.0% |
| Admin fee / account holder | $151,560 | $5,883+2476.4% | $13,954+986.1% | $5,124+2857.7% |