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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 | $503,021 | $77,638+547.9% | $156,551+221.3% | $62,881+700.0% |
| Participation rate | 89.5% | 71.2%+18.3pp | 84.0%+5.5pp | 69.3%+20.2pp |
| Annual return | 4.99% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $36,015 | $3,444+945.8% | $5,501+554.7% | $2,281+1479.0% |
| Participant deferral / active EE | $5,567 | $3,046+82.8% | $4,871+14.3% | $3,203+73.8% |
| Admin fee / account holder | $76,245 | $5,561+1271.0% | $13,028+485.2% | $4,296+1674.9% |