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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 | $541,770 | $52,961+923.0% | $172,752+213.6% | $65,185+731.1% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.5pp | 70.2%+27.9pp |
| Annual return | 19.11% | 30.12%-11.0pp | 802.97%-783.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $27,987 | $2,190+1177.9% | $5,144+444.1% | $2,177+1185.8% |
| Participant deferral / active EE | $16,871 | $2,471+582.7% | $5,198+224.6% | $3,514+380.1% |
| Admin fee / account holder | $11,278 | $472+2289.7% | $13,955-19.2% | $847+1231.2% |