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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 | $552,366 | $85,169+548.6% | $172,755+219.7% | $72,983+656.8% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 23.35% | 27.32%-4.0pp | 802.94%-779.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $23,605 | $3,324+610.2% | $5,144+358.9% | $2,440+867.5% |
| Participant deferral / active EE | $13,685 | $3,260+319.8% | $5,198+163.3% | $3,608+279.3% |
| Admin fee / account holder | $41,958 | $5,880+613.5% | $13,955+200.7% | $5,124+718.8% |