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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 | $703,024 | $132,099+432.2% | $115,599+508.2% | $138,895+406.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.3%+15.7pp | 79.9%+10.1pp |
| Annual return | 14.46% | 176.76%-162.3pp | 111.10%-96.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $12,326 | $3,416+260.8% | $2,955+317.1% | $4,194+193.9% |
| Participant deferral / active EE | $7,646 | $5,617+36.1% | $4,889+56.4% | $6,396+19.5% |
| Admin fee / account holder | $4,132 | $15,650-73.6% | $12,841-67.8% | $12,562-67.1% |