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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 | $813,622 | $55,930+1354.7% | $76,089+969.3% | $80,925+905.4% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.1%+27.6pp | 67.7%+29.0pp |
| Annual return | 22.53% | 20.58%+2.0pp | 360.94%-338.4pp | 35.65%-13.1pp |
| Employer contribution / active EE | $6,614 | $1,866+254.4% | $2,690+145.9% | $2,756+140.0% |
| Participant deferral / active EE | $11,755 | $3,051+285.3% | $4,259+176.0% | $4,299+173.5% |
| Admin fee / account holder | $67,619 | $5,241+1190.3% | $6,418+953.6% | $6,940+874.3% |