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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 | $433,514 | $85,766+405.5% | $136,295+218.1% | $70,131+518.1% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 21.11% | 31.45%-10.3pp | 5155.97%-5134.9pp | 73.14%-52.0pp |
| Employer contribution / active EE | $14,026 | $2,966+372.9% | $4,695+198.7% | $2,342+498.8% |
| Participant deferral / active EE | $11,256 | $5,051+122.8% | $6,247+80.2% | $3,332+237.8% |
| Admin fee / account holder | $2,823 | $5,420-47.9% | $9,243-69.5% | $4,645-39.2% |