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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 | $470,439 | $85,171+452.3% | $172,753+172.3% | $72,976+544.6% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.1pp |
| Annual return | 24.00% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $19,590 | $3,324+489.3% | $5,144+280.8% | $2,440+702.9% |
| Participant deferral / active EE | $6,302 | $3,260+93.3% | $5,198+21.2% | $3,608+74.7% |
| Admin fee / account holder | $92,039 | $5,880+1465.2% | $13,956+559.5% | $5,124+1696.2% |