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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 | $533,078 | $84,236+532.8% | $170,439+212.8% | $70,124+660.2% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.94%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $43,975 | $3,387+1198.3% | $5,433+709.4% | $2,342+1777.3% |
| Participant deferral / active EE | $22,838 | $3,086+640.1% | $4,939+362.3% | $3,332+585.4% |
| Admin fee / account holder | $1,626 | $5,698-71.5% | $13,881-88.3% | $4,645-65.0% |