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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 | $765,954 | $110,410+593.7% | $102,437+647.7% | $145,897+425.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 17.43% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $13,372 | $4,217+217.1% | $3,871+245.5% | $4,663+186.8% |
| Participant deferral / active EE | $11,488 | $5,622+104.3% | $5,060+127.0% | $6,689+71.7% |
| Admin fee / account holder | $4,298 | $9,745-55.9% | $8,388-48.8% | $13,390-67.9% |