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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 | $100,060+346.8% | $149,721+198.6% | $70,126+537.6% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 18.67% | 27.46%-8.8pp | 1501.67%-1483.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $25,568 | $3,661+598.4% | $5,444+369.6% | $2,343+991.5% |
| Participant deferral / active EE | $13,970 | $4,982+180.4% | $6,568+112.7% | $3,332+319.3% |
| Admin fee / account holder | $11,940 | $8,285+44.1% | $11,282+5.8% | $4,645+157.0% |