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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 | $878,373 | $91,198+863.2% | $178,503+392.1% | $79,856+999.9% |
| Participation rate | 98.0% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 13.94% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $34,399 | $3,257+956.3% | $5,011+586.4% | $2,471+1292.0% |
| Participant deferral / active EE | $8,847 | $3,237+173.3% | $5,202+70.1% | $3,741+136.5% |
| Admin fee / account holder | $9,662 | $6,748+43.2% | $13,987-30.9% | $5,306+82.1% |