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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 | $620,563 | $77,908+696.5% | $149,696+314.5% | $75,173+725.5% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 14.73% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $28,669 | $3,138+813.7% | $4,821+494.7% | $2,671+973.4% |
| Participant deferral / active EE | $18,772 | $3,411+450.3% | $5,682+230.4% | $4,126+354.9% |
| Admin fee / account holder | $106,586 | $5,950+1691.5% | $13,212+706.7% | $5,651+1786.3% |