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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 | $850,542 | $77,920+991.6% | $149,723+468.1% | $75,177+1031.4% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+28.9pp |
| Annual return | 15.60% | 31.72%-16.1pp | 134.50%-118.9pp | 160.75%-145.1pp |
| Employer contribution / active EE | $31,016 | $3,138+888.3% | $4,821+543.3% | $2,671+1061.2% |
| Participant deferral / active EE | $22,875 | $3,411+570.5% | $5,682+302.6% | $4,126+454.4% |
| Admin fee / account holder | $61,240 | $5,951+929.1% | $13,215+363.4% | $5,651+983.6% |