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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 | $713,518 | $91,559+679.3% | $133,971+432.6% | $79,852+793.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 26.59% | 61.85%-35.3pp | 45.09%-18.5pp | 31.72%-5.1pp |
| Employer contribution / active EE | $22,214 | $2,384+831.9% | $3,919+466.9% | $2,471+799.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,574 | $6,321-27.6% | $8,929-48.8% | $5,306-13.8% |