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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 | $727,931 | $85,171+754.7% | $172,753+321.4% | $72,976+897.5% |
| Participation rate | 90.6% | 70.1%+20.6pp | 82.6%+8.0pp | 69.5%+21.1pp |
| Annual return | 17.39% | 27.32%-9.9pp | 803.00%-785.6pp | 81.02%-63.6pp |
| Employer contribution / active EE | $27,055 | $3,324+713.9% | $5,144+426.0% | $2,440+1008.8% |
| Participant deferral / active EE | $6,006 | $3,260+84.2% | $5,198+15.6% | $3,608+66.5% |
| Admin fee / account holder | $56,876 | $5,880+867.2% | $13,956+307.6% | $5,124+1010.0% |