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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 | $439,070 | $84,236+421.2% | $170,435+157.6% | $70,126+526.1% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 13.98% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $22,034 | $3,387+550.5% | $5,432+305.6% | $2,343+840.6% |
| Participant deferral / active EE | $13,224 | $3,086+328.5% | $4,939+167.7% | $3,332+296.9% |
| Admin fee / account holder | $70,034 | $5,698+1129.0% | $13,881+404.5% | $4,645+1407.6% |