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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 | $932,143 | $91,179+922.3% | $178,499+422.2% | $79,852+1067.3% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 17.07% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.7pp |
| Employer contribution / active EE | $48,603 | $3,256+1392.8% | $5,011+869.9% | $2,471+1866.8% |
| Participant deferral / active EE | $2,533 | $3,236-21.7% | $5,202-51.3% | $3,740-32.3% |
| Admin fee / account holder | $30,371 | $6,749+350.0% | $13,986+117.1% | $5,306+472.4% |