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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 | $789,127 | $77,908+912.9% | $149,696+427.2% | $75,173+949.7% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 22.77% | 31.73%-9.0pp | 134.46%-111.7pp | 160.72%-138.0pp |
| Employer contribution / active EE | $25,922 | $3,138+726.1% | $4,821+437.7% | $2,671+870.5% |
| Participant deferral / active EE | $11,510 | $3,411+237.4% | $5,682+102.6% | $4,126+178.9% |
| Admin fee / account holder | $5,559 | $5,950-6.6% | $13,212-57.9% | $5,651-1.6% |