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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 | $552,062 | $77,638+611.1% | $156,551+252.6% | $62,881+777.9% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 7.85% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $22,670 | $3,444+558.3% | $5,501+312.1% | $2,281+893.9% |
| Participant deferral / active EE | $16,123 | $3,046+429.4% | $4,871+231.0% | $3,203+403.4% |
| Admin fee / account holder | $2,344 | $5,561-57.8% | $13,028-82.0% | $4,296-45.4% |