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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 | $653,598 | $77,814+740.0% | $158,223+313.1% | $86,983+651.4% |
| Participation rate | 93.1% | 68.4%+24.7pp | 79.2%+13.9pp | 69.5%+23.6pp |
| Annual return | 12.21% | 30.54%-18.3pp | 52.09%-39.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $28,554 | $2,592+1001.5% | $4,109+594.9% | $2,584+1004.8% |
| Participant deferral / active EE | $14,824 | $3,270+353.4% | $5,467+171.2% | $4,194+253.5% |
| Admin fee / account holder | $129,700 | $5,879+2106.1% | $16,047+708.2% | $7,856+1551.0% |