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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 | $508,836 | $81,276+526.1% | $155,574+227.1% | $80,925+528.8% |
| Participation rate | 94.0% | 66.2%+27.8pp | 78.2%+15.8pp | 67.7%+26.4pp |
| Annual return | 12.39% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $23,854 | $3,103+668.7% | $4,676+410.2% | $2,756+765.5% |
| Participant deferral / active EE | $15,586 | $3,453+351.4% | $5,629+176.9% | $4,299+262.6% |
| Admin fee / account holder | $127,191 | $7,993+1491.2% | $15,914+699.2% | $6,940+1732.7% |