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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 | $570,288 | $78,690+624.7% | $161,489+253.1% | $87,485+551.9% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 17.59% | 32.74%-15.2pp | 89.72%-72.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $17,606 | $2,588+580.2% | $4,268+312.5% | $2,596+578.1% |
| Participant deferral / active EE | $11,995 | $3,311+262.3% | $5,630+113.1% | $4,274+180.7% |
| Admin fee / account holder | $540 | $6,724-92.0% | $16,006-96.6% | $7,775-93.1% |