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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 | $622,095 | $91,198+582.1% | $178,503+248.5% | $79,856+679.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 11.55% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $14,723 | $3,257+352.1% | $5,011+193.8% | $2,471+495.8% |
| Participant deferral / active EE | $38,905 | $3,237+1102.1% | $5,202+647.8% | $3,741+940.1% |
| Admin fee / account holder | $149,590 | $6,748+2116.7% | $13,987+969.5% | $5,306+2719.0% |