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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 | $731,576 | $91,179+702.3% | $178,499+309.8% | $79,852+816.2% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 13.94% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $19,275 | $3,256+492.0% | $5,011+284.6% | $2,471+680.0% |
| Participant deferral / active EE | $19,656 | $3,236+507.4% | $5,202+277.8% | $3,740+425.5% |
| Admin fee / account holder | $8,476 | $6,749+25.6% | $13,986-39.4% | $5,306+59.7% |