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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 | $927,202 | $95,406+871.8% | $185,849+398.9% | $85,847+980.1% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $8,283 | $3,314+150.0% | $5,169+60.3% | $2,565+222.9% |
| Participant deferral / active EE | $22,606 | $3,424+560.3% | $5,569+305.9% | $3,952+472.0% |
| Admin fee / account holder | $84,558 | $7,214+1072.1% | $16,244+420.6% | $6,261+1250.6% |