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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 | $746,258 | $85,171+776.2% | $172,753+332.0% | $72,976+922.6% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.1pp | 69.5%+18.3pp |
| Annual return | 20.23% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $33,702 | $3,324+913.9% | $5,144+555.2% | $2,440+1281.2% |
| Participant deferral / active EE | $12,473 | $3,260+282.6% | $5,198+140.0% | $3,608+245.7% |
| Admin fee / account holder | $5,935 | $5,880+0.9% | $13,956-57.5% | $5,124+15.8% |