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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 | $58,234+840.5% | $81,783+569.7% | $80,874+577.2% |
| Participation rate | 95.3% | 63.4%+31.9pp | 72.4%+23.0pp | 67.6%+27.7pp |
| Annual return | 13.30% | 41.70%-28.4pp | 775.05%-761.8pp | 35.62%-22.3pp |
| Employer contribution / active EE | $33,250 | $2,341+1320.1% | $2,913+1041.6% | $2,756+1106.6% |
| Participant deferral / active EE | $19,891 | $3,283+505.9% | $4,320+360.4% | $4,297+362.9% |
| Admin fee / account holder | $64,542 | $4,982+1195.6% | $7,380+774.6% | $6,935+830.6% |