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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 | $759,000 | $152,592+397.4% | $125,180+506.3% | $152,885+396.5% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 21.81% | 54.84%-33.0pp | 43.79%-22.0pp | 345.39%-323.6pp |
| Employer contribution / active EE | $7,734 | $4,947+56.4% | $3,866+100.1% | $4,763+62.4% |
| Participant deferral / active EE | $12,445 | $5,868+112.1% | $4,937+152.1% | $5,851+112.7% |
| Admin fee / account holder | $185,902 | $13,435+1283.7% | $9,703+1816.0% | $11,598+1502.9% |