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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 | $636,711 | $55,684+1043.4% | $75,900+738.9% | $72,976+772.5% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.3%+20.5pp | 69.5%+20.3pp |
| Annual return | 24.41% | 27.60%-3.2pp | 30.73%-6.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $5,785 | $1,687+242.9% | $2,501+131.3% | $2,440+137.1% |
| Participant deferral / active EE | $14,994 | $2,634+469.2% | $3,604+316.1% | $3,608+315.6% |
| Admin fee / account holder | $12,432 | $3,981+212.3% | $5,421+129.3% | $5,124+142.6% |