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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 | $448,809 | $84,236+432.8% | $170,435+163.3% | $70,126+540.0% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $25,890 | $3,387+664.4% | $5,432+376.6% | $2,343+1005.2% |
| Participant deferral / active EE | $6,750 | $3,086+118.7% | $4,939+36.7% | $3,332+102.6% |
| Admin fee / account holder | $5,161 | $5,698-9.4% | $13,881-62.8% | $4,645+11.1% |