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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 | $81,276+864.7% | $155,574+404.0% | $80,925+868.8% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 13.04% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $30,935 | $3,103+896.9% | $4,676+561.6% | $2,756+1022.3% |
| Participant deferral / active EE | $16,749 | $3,453+385.1% | $5,629+197.5% | $4,299+289.6% |
| Admin fee / account holder | $4,850 | $7,993-39.3% | $15,914-69.5% | $6,940-30.1% |