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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 | $656,654 | $85,171+671.0% | $172,753+280.1% | $72,976+799.8% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 20.77% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $36,916 | $3,324+1010.6% | $5,144+617.7% | $2,440+1412.9% |
| Participant deferral / active EE | $7,552 | $3,260+131.7% | $5,198+45.3% | $3,608+109.3% |
| Admin fee / account holder | $52,129 | $5,880+786.5% | $13,956+273.5% | $5,124+917.3% |