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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 | $687,500 | $85,169+707.2% | $172,755+298.0% | $72,983+842.0% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 19.13% | 27.32%-8.2pp | 802.94%-783.8pp | 81.01%-61.9pp |
| Employer contribution / active EE | $28,266 | $3,324+750.4% | $5,144+449.5% | $2,440+1058.5% |
| Participant deferral / active EE | $15,020 | $3,260+360.8% | $5,198+189.0% | $3,608+316.4% |
| Admin fee / account holder | $108,834 | $5,880+1750.8% | $13,955+679.9% | $5,124+2023.9% |