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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 | $612,999 | $85,171+619.7% | $172,752+254.8% | $72,975+740.0% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.97%-783.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $20,791 | $3,324+525.5% | $5,144+304.2% | $2,440+752.0% |
| Participant deferral / active EE | $12,354 | $3,260+278.9% | $5,198+137.7% | $3,608+242.4% |
| Admin fee / account holder | $80,295 | $5,880+1265.5% | $13,955+475.4% | $5,124+1467.0% |