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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 | $629,543 | $61,172+929.1% | $185,851+238.7% | $79,389+693.0% |
| Participation rate | 97.0% | 66.6%+30.4pp | 81.7%+15.3pp | 70.7%+26.3pp |
| Annual return | 13.01% | 19.45%-6.4pp | 122.11%-109.1pp | 116.89%-103.9pp |
| Employer contribution / active EE | $18,588 | $2,321+701.0% | $5,168+259.6% | $2,428+665.6% |
| Participant deferral / active EE | $13,390 | $2,788+380.3% | $5,569+140.5% | $4,046+231.0% |
| Admin fee / account holder | $55,949 | $710+7782.1% | $16,245+244.4% | $626+8831.6% |