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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 | $747,787 | $98,776+657.1% | $149,745+399.4% | $79,856+836.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 12.74% | 27.38%-14.6pp | 276.72%-264.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $19,505 | $3,217+506.3% | $4,646+319.9% | $2,471+689.3% |
| Participant deferral / active EE | $14,168 | $5,681+149.4% | $6,843+107.0% | $3,741+278.8% |
| Admin fee / account holder | $6,008 | $6,053-0.7% | $9,312-35.5% | $5,306+13.2% |