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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 | $764,802 | $78,690+871.9% | $161,489+373.6% | $87,485+774.2% |
| Participation rate | 91.4% | 67.5%+24.0pp | 78.7%+12.7pp | 68.9%+22.5pp |
| Annual return | 15.03% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $21,236 | $2,588+720.5% | $4,268+397.5% | $2,596+718.0% |
| Participant deferral / active EE | $19,765 | $3,311+497.0% | $5,630+251.1% | $4,274+362.5% |
| Admin fee / account holder | $4,547 | $6,724-32.4% | $16,006-71.6% | $7,775-41.5% |