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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 | $807,133 | $102,422+688.0% | $147,117+448.6% | $80,959+897.0% |
| Participation rate | 90.7% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 15.16% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $952 | $3,717-74.4% | $4,932-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $14,513 | $6,652+118.2% | $8,065+80.0% | $4,300+237.5% |
| Admin fee / account holder | $59,769 | $7,953+651.5% | $12,993+360.0% | $6,925+763.0% |