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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 | $58,241+840.4% | $81,780+569.7% | $80,911+576.9% |
| Participation rate | 95.3% | 63.4%+31.9pp | 72.4%+23.0pp | 67.6%+27.7pp |
| Annual return | 13.30% | 41.73%-28.4pp | 776.27%-763.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $33,250 | $2,343+1318.9% | $2,914+1041.1% | $2,756+1106.5% |
| Participant deferral / active EE | $19,891 | $3,283+506.0% | $4,321+360.4% | $4,297+362.9% |
| Admin fee / account holder | $64,542 | $4,973+1197.9% | $7,384+774.1% | $6,935+830.7% |