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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 | $732,411 | $81,276+801.1% | $155,574+370.8% | $80,925+805.1% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 13.03% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $46,989 | $3,103+1414.3% | $4,676+905.0% | $2,756+1604.8% |
| Participant deferral / active EE | $26,493 | $3,453+667.3% | $5,629+370.6% | $4,299+516.3% |
| Admin fee / account holder | $48,918 | $7,993+512.0% | $15,914+207.4% | $6,940+604.9% |