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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 | $698,980 | $91,198+666.4% | $178,503+291.6% | $79,856+775.3% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.6pp |
| Annual return | 11.15% | 24.20%-13.0pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $25,400 | $3,257+679.9% | $5,011+406.9% | $2,471+927.8% |
| Participant deferral / active EE | $18,435 | $3,237+469.6% | $5,202+254.4% | $3,741+392.8% |
| Admin fee / account holder | $30,317 | $6,748+349.3% | $13,987+116.8% | $5,306+471.3% |