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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 | $766,881 | $77,908+884.3% | $149,696+412.3% | $75,173+920.2% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | 20.10% | 31.73%-11.6pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $33,135 | $3,138+956.0% | $4,821+587.3% | $2,671+1140.6% |
| Participant deferral / active EE | $21,219 | $3,411+522.1% | $5,682+273.4% | $4,126+414.2% |
| Admin fee / account holder | $24,050 | $5,950+304.2% | $13,212+82.0% | $5,651+325.6% |