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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 | $439,197 | $152,460+188.1% | $118,746+269.9% | $147,585+197.6% |
| Participation rate | 95.7% | 82.3%+13.4pp | 78.3%+17.4pp | 82.8%+12.8pp |
| Annual return | 21.03% | 17.41%+3.6pp | 24.54%-3.5pp | 578.57%-557.5pp |
| Employer contribution / active EE | $19,416 | $5,046+284.8% | $4,193+363.1% | $4,876+298.2% |
| Participant deferral / active EE | $9,294 | $6,212+49.6% | $5,332+74.3% | $5,439+70.9% |
| Admin fee / account holder | $1,020 | $16,953-94.0% | $10,720-90.5% | $10,885-90.6% |