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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 | $661,612 | $78,690+740.8% | $161,489+309.7% | $87,485+656.3% |
| Participation rate | 98.5% | 67.5%+31.1pp | 78.7%+19.8pp | 68.9%+29.6pp |
| Annual return | 14.34% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $31,979 | $2,588+1135.5% | $4,268+649.2% | $2,596+1131.7% |
| Participant deferral / active EE | $10,327 | $3,311+211.9% | $5,630+83.4% | $4,274+141.7% |
| Admin fee / account holder | $82,571 | $6,724+1128.1% | $16,006+415.9% | $7,775+962.0% |