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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 | $739,195 | $45,872+1511.4% | $77,096+858.8% | $68,486+979.3% |
| Participation rate | 88.2% | 55.9%+32.3pp | 67.9%+20.3pp | 67.9%+20.3pp |
| Annual return | 7.27% | 1.73%+5.5pp | 42.35%-35.1pp | -7.85%+15.1pp |
| Employer contribution / active EE | $4,190 | $1,650+154.0% | $2,814+48.9% | $2,597+61.4% |
| Participant deferral / active EE | $14,587 | $2,963+392.4% | $4,429+229.3% | $4,028+262.2% |
| Admin fee / account holder | $20,628 | $3,041+578.3% | $5,428+280.0% | $5,404+281.7% |