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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 | $859,271 | $91,198+842.2% | $178,503+381.4% | $79,856+976.0% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 19.75% | 24.20%-4.4pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $28,704 | $3,257+781.4% | $5,011+472.8% | $2,471+1061.5% |
| Participant deferral / active EE | $16,943 | $3,237+423.5% | $5,202+225.7% | $3,741+353.0% |
| Admin fee / account holder | $31,302 | $6,748+363.9% | $13,987+123.8% | $5,306+489.9% |