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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 | $810,115 | $62,549+1195.2% | $85,705+845.2% | $85,851+843.6% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.9%+25.1pp | 69.3%+25.7pp |
| Annual return | 16.55% | 23.77%-7.2pp | 21.49%-4.9pp | 318.63%-302.1pp |
| Employer contribution / active EE | $17,004 | $1,755+868.7% | $2,619+549.3% | $2,565+562.8% |
| Participant deferral / active EE | $15,169 | $2,802+441.3% | $3,924+286.6% | $3,952+283.8% |
| Admin fee / account holder | $49,939 | $4,644+975.4% | $6,877+626.2% | $6,261+697.6% |