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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 | $764,578 | $85,171+797.7% | $172,753+342.6% | $72,976+947.7% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.4pp | 69.5%+28.5pp |
| Annual return | 22.62% | 27.32%-4.7pp | 803.00%-780.4pp | 81.02%-58.4pp |
| Employer contribution / active EE | $29,302 | $3,324+781.5% | $5,144+469.7% | $2,440+1100.9% |
| Participant deferral / active EE | $8,431 | $3,260+158.6% | $5,198+62.2% | $3,608+133.7% |
| Admin fee / account holder | $7,255 | $5,880+23.4% | $13,956-48.0% | $5,124+41.6% |