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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 | $547,676 | $58,311+839.2% | $81,882+568.9% | $80,959+576.5% |
| Participation rate | 95.3% | 63.5%+31.9pp | 72.4%+23.0pp | 67.7%+27.7pp |
| Annual return | 13.30% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $33,250 | $2,347+1316.9% | $2,916+1040.2% | $2,757+1105.9% |
| Participant deferral / active EE | $19,891 | $3,287+505.1% | $4,323+360.1% | $4,300+362.5% |
| Admin fee / account holder | $64,542 | $4,752+1258.2% | $7,360+777.0% | $6,925+832.0% |