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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 | $784,025 | $81,358+863.7% | $155,556+404.0% | $80,959+868.4% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 13.04% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $30,935 | $3,106+895.8% | $4,675+561.6% | $2,757+1022.0% |
| Participant deferral / active EE | $16,749 | $3,455+384.7% | $5,631+197.5% | $4,300+289.5% |
| Admin fee / account holder | $4,850 | $7,994-39.3% | $15,885-69.5% | $6,925-30.0% |