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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 | $642,998 | $91,198+605.1% | $178,503+260.2% | $79,856+705.2% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 11.39% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $36,835 | $3,257+1031.1% | $5,011+635.1% | $2,471+1390.6% |
| Participant deferral / active EE | $5,909 | $3,237+82.6% | $5,202+13.6% | $3,741+58.0% |
| Admin fee / account holder | $61,462 | $6,748+810.8% | $13,987+339.4% | $5,306+1058.3% |