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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 | $800,364 | $110,410+624.9% | $102,437+681.3% | $145,897+448.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.69% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.6pp |
| Employer contribution / active EE | $12,358 | $4,217+193.0% | $3,871+219.3% | $4,663+165.0% |
| Participant deferral / active EE | $14,220 | $5,622+153.0% | $5,060+181.0% | $6,689+112.6% |
| Admin fee / account holder | $473 | $9,745-95.1% | $8,388-94.4% | $13,390-96.5% |