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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 | $796,568 | $91,198+773.5% | $178,503+346.2% | $79,856+897.5% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 14.07% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $24,901 | $3,257+664.6% | $5,011+396.9% | $2,471+907.7% |
| Participant deferral / active EE | $21,661 | $3,237+569.3% | $5,202+316.4% | $3,741+479.1% |
| Admin fee / account holder | $68,080 | $6,748+908.9% | $13,987+386.7% | $5,306+1183.0% |