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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 | $677,730 | $91,198+643.1% | $178,503+279.7% | $79,856+748.7% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 17.93% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $26,968 | $3,257+728.1% | $5,011+438.2% | $2,471+991.3% |
| Participant deferral / active EE | $19,624 | $3,237+506.3% | $5,202+277.2% | $3,741+424.6% |
| Admin fee / account holder | $46,628 | $6,748+591.0% | $13,987+233.4% | $5,306+778.7% |