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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 | $100,060+488.0% | $149,721+293.0% | $70,126+739.0% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 16.58% | 27.46%-10.9pp | 1501.67%-1485.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $26,695 | $3,661+629.1% | $5,444+390.3% | $2,343+1039.6% |
| Participant deferral / active EE | $10,739 | $4,982+115.6% | $6,568+63.5% | $3,332+222.3% |
| Admin fee / account holder | $1,199 | $8,285-85.5% | $11,282-89.4% | $4,645-74.2% |