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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 | $447,117 | $100,041+346.9% | $149,718+198.6% | $70,131+537.5% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 18.67% | 27.43%-8.8pp | 1501.67%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $25,568 | $3,662+598.3% | $5,445+369.6% | $2,342+991.5% |
| Participant deferral / active EE | $13,970 | $4,983+180.4% | $6,569+112.7% | $3,332+319.3% |
| Admin fee / account holder | $11,940 | $8,286+44.1% | $11,283+5.8% | $4,645+157.0% |