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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 | $728,211 | $81,276+796.0% | $155,574+368.1% | $80,925+799.9% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 14.59% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $16,407 | $3,103+428.7% | $4,676+250.9% | $2,756+495.3% |
| Participant deferral / active EE | $19,198 | $3,453+456.0% | $5,629+241.0% | $4,299+346.6% |
| Admin fee / account holder | $5,270 | $7,993-34.1% | $15,914-66.9% | $6,940-24.1% |