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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 | $872,697 | $89,367+876.5% | $141,191+518.1% | $72,975+1095.9% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 27.06% | 111.87%-84.8pp | 71.41%-44.3pp | 81.01%-53.9pp |
| Employer contribution / active EE | $20,917 | $3,115+571.5% | $4,736+341.7% | $2,440+757.2% |
| Participant deferral / active EE | $18,483 | $5,419+241.1% | $6,710+175.5% | $3,608+412.3% |
| Admin fee / account holder | $2,965 | $5,957-50.2% | $10,264-71.1% | $5,124-42.1% |