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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 | $538,213 | $100,938+433.2% | $90,461+495.0% | $158,982+238.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 21.90% | 1727.20%-1705.3pp | 1294.76%-1272.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $4,765 | $3,691+29.1% | $3,264+46.0% | $4,7630% |
| Participant deferral / active EE | $13,525 | $4,350+210.9% | $3,964+241.2% | $5,983+126.0% |
| Admin fee / account holder | $1,892 | $6,510-70.9% | $5,617-66.3% | $11,252-83.2% |