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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 | $409,873 | $65,423+526.5% | $98,477+316.2% | $85,856+377.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.3pp |
| Annual return | 24.12% | 21.76%+2.4pp | 1493.59%-1469.5pp | 318.58%-294.5pp |
| Employer contribution / active EE | $5,558 | $2,168+156.3% | $2,961+87.7% | $2,565+116.7% |
| Participant deferral / active EE | $4,297 | $3,167+35.7% | $4,276+0.5% | $3,952+8.7% |
| Admin fee / account holder | $19,003 | $4,594+313.7% | $5,951+219.3% | $6,261+203.5% |