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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 | $421,682 | $122,051+245.5% | $184,185+128.9% | $74,400+466.8% |
| Participation rate | 93.4% | 85.5%+7.9pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 21.46% | 19.91%+1.5pp | 28.81%-7.4pp | 1367.51%-1346.1pp |
| Employer contribution / active EE | $10,041 | $4,539+121.2% | $6,426+56.3% | $2,624+282.6% |
| Participant deferral / active EE | $11,273 | $7,146+57.8% | $9,132+23.4% | $4,348+159.3% |
| Admin fee / account holder | $9,099 | $1,258+623.2% | $13,909-34.6% | $1,944+368.1% |