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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 | $485,471 | $85,206+469.8% | $172,745+181.0% | $72,986+565.2% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 22.24% | 27.32%-5.1pp | 802.90%-780.7pp | 81.01%-58.8pp |
| Employer contribution / active EE | $22,995 | $3,325+591.7% | $5,144+347.0% | $2,440+842.4% |
| Participant deferral / active EE | $16,054 | $3,260+392.4% | $5,197+208.9% | $3,607+345.0% |
| Admin fee / account holder | $1,730 | $5,883-70.6% | $13,954-87.6% | $5,124-66.2% |