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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 | $701,524 | $85,171+723.7% | $172,752+306.1% | $72,975+861.3% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $29,037 | $3,324+773.5% | $5,144+464.5% | $2,440+1090.0% |
| Participant deferral / active EE | $16,929 | $3,260+419.3% | $5,198+225.7% | $3,608+369.2% |
| Admin fee / account holder | $25,167 | $5,880+328.0% | $13,955+80.3% | $5,124+391.2% |