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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 | $526,818 | $85,766+514.2% | $136,298+286.5% | $70,126+651.2% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 14.51% | 31.46%-16.9pp | 5156.27%-5141.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $10,542 | $2,966+255.4% | $4,696+124.5% | $2,343+350.0% |
| Participant deferral / active EE | $6,838 | $5,051+35.4% | $6,247+9.5% | $3,332+105.2% |
| Admin fee / account holder | $9,203 | $5,421+69.8% | $9,244-0.4% | $4,645+98.1% |