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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 | $476,998 | $82,674+477.0% | $125,381+280.4% | $68,486+596.5% |
| Participation rate | 98.7% | 75.1%+23.7pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | 9.27% | -5.97%+15.2pp | 572.31%-563.0pp | -7.85%+17.1pp |
| Employer contribution / active EE | $15,129 | $3,382+347.4% | $4,815+214.2% | $2,597+482.6% |
| Participant deferral / active EE | $10,892 | $6,111+78.2% | $7,448+46.2% | $4,028+170.4% |
| Admin fee / account holder | $23,244 | $6,277+270.3% | $10,007+132.3% | $5,404+330.1% |