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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 | $505,030 | $93,345+441.0% | $119,126+323.9% | $87,485+477.3% |
| Participation rate | 90.0% | 68.7%+21.3pp | 75.8%+14.2pp | 68.9%+21.1pp |
| Annual return | 17.68% | 19.08%-1.4pp | 282.11%-264.4pp | 26.06%-8.4pp |
| Employer contribution / active EE | $19,566 | $3,172+516.9% | $4,034+385.1% | $2,596+653.6% |
| Participant deferral / active EE | $11,245 | $4,099+174.4% | $5,318+111.5% | $4,274+163.1% |
| Admin fee / account holder | $704,713 | $8,039+8666.6% | $10,693+6490.3% | $7,775+8964.1% |