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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 | $715,996 | $81,276+780.9% | $155,574+360.2% | $80,925+784.8% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.7%+28.7pp |
| Annual return | 19.14% | 33.36%-14.2pp | 64.87%-45.7pp | 35.65%-16.5pp |
| Employer contribution / active EE | $30,360 | $3,103+878.4% | $4,676+549.3% | $2,756+1001.5% |
| Participant deferral / active EE | $18,608 | $3,453+438.9% | $5,629+230.6% | $4,299+332.9% |
| Admin fee / account holder | $80,722 | $7,993+909.9% | $15,914+407.2% | $6,940+1063.1% |