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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 | $702,734 | $109,359+542.6% | $162,185+333.3% | $72,976+863.0% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 20.47% | 25.46%-5.0pp | 115.61%-95.1pp | 81.02%-60.5pp |
| Employer contribution / active EE | $29,673 | $3,907+659.4% | $5,613+428.6% | $2,440+1116.1% |
| Participant deferral / active EE | $13,517 | $5,481+146.6% | $7,297+85.2% | $3,608+274.7% |
| Admin fee / account holder | $130,652 | $7,972+1538.9% | $10,844+1104.9% | $5,124+2449.7% |