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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 | $736,935 | $91,167+708.3% | $178,498+312.9% | $79,858+822.8% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.5pp | 69.6%+24.8pp |
| Annual return | 22.03% | 24.19%-2.2pp | 151.09%-129.1pp | 31.72%-9.7pp |
| Employer contribution / active EE | $24,375 | $3,255+648.8% | $5,011+386.4% | $2,471+886.5% |
| Participant deferral / active EE | $15,525 | $3,236+379.8% | $5,202+198.4% | $3,740+315.1% |
| Admin fee / account holder | $8,472 | $6,747+25.6% | $13,985-39.4% | $5,306+59.7% |