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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 | $726,237 | $84,236+762.1% | $170,435+326.1% | $70,126+935.6% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 14.71% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $37,769 | $3,387+1015.1% | $5,432+595.3% | $2,343+1512.3% |
| Participant deferral / active EE | $12,693 | $3,086+311.3% | $4,939+157.0% | $3,332+281.0% |
| Admin fee / account holder | $190,301 | $5,698+3239.6% | $13,881+1271.0% | $4,645+3996.5% |