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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 | $588,351 | $100,041+488.1% | $149,718+293.0% | $70,131+738.9% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 16.58% | 27.43%-10.8pp | 1501.67%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $26,695 | $3,662+629.0% | $5,445+390.3% | $2,342+1039.6% |
| Participant deferral / active EE | $10,739 | $4,983+115.5% | $6,569+63.5% | $3,332+222.3% |
| Admin fee / account holder | $1,199 | $8,286-85.5% | $11,283-89.4% | $4,645-74.2% |