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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 | $558,021 | $85,171+555.2% | $172,752+223.0% | $72,975+664.7% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 24.58% | 27.32%-2.7pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $19,749 | $3,324+494.1% | $5,144+283.9% | $2,440+709.4% |
| Participant deferral / active EE | $18,815 | $3,260+477.2% | $5,198+262.0% | $3,608+421.5% |
| Admin fee / account holder | $12,647 | $5,880+115.1% | $13,955-9.4% | $5,124+146.8% |