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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 | $862,427 | $85,171+912.6% | $172,752+399.2% | $72,975+1081.8% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 20.80% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $29,530 | $3,324+788.4% | $5,144+474.1% | $2,440+1110.2% |
| Participant deferral / active EE | $18,638 | $3,260+471.7% | $5,198+258.6% | $3,608+416.6% |
| Admin fee / account holder | $209,027 | $5,880+3454.7% | $13,955+1397.9% | $5,124+3979.4% |