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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 | $754,170 | $77,920+867.9% | $149,723+403.7% | $75,177+903.2% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 16.49% | 31.72%-15.2pp | 134.50%-118.0pp | 160.75%-144.3pp |
| Employer contribution / active EE | $32,875 | $3,138+947.6% | $4,821+581.9% | $2,671+1130.8% |
| Participant deferral / active EE | $19,843 | $3,411+481.7% | $5,682+249.2% | $4,126+380.9% |
| Admin fee / account holder | $108,595 | $5,951+1725.0% | $13,215+721.8% | $5,651+1821.6% |