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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 | $911,188 | $95,406+855.1% | $185,849+390.3% | $85,847+961.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 16.34% | 23.59%-7.3pp | 122.10%-105.8pp | 318.61%-302.3pp |
| Employer contribution / active EE | $24,199 | $3,314+630.3% | $5,169+368.2% | $2,565+843.3% |
| Participant deferral / active EE | $19,656 | $3,424+474.1% | $5,569+253.0% | $3,952+397.4% |
| Admin fee / account holder | $2,178 | $7,214-69.8% | $16,244-86.6% | $6,261-65.2% |