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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 | $808,105 | $91,198+786.1% | $178,503+352.7% | $79,856+912.0% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 13.81% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $29,187 | $3,257+796.3% | $5,011+482.4% | $2,471+1081.1% |
| Participant deferral / active EE | $9,367 | $3,237+189.4% | $5,202+80.1% | $3,741+150.4% |
| Admin fee / account holder | $109,783 | $6,748+1526.9% | $13,987+684.9% | $5,306+1968.9% |