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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 | $976,400 | $102,429+853.2% | $147,096+563.8% | $80,925+1106.6% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 12.59% | 135.02%-122.4pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $29,669 | $3,716+698.5% | $4,936+501.1% | $2,756+976.4% |
| Participant deferral / active EE | $14,367 | $6,649+116.1% | $8,071+78.0% | $4,299+234.2% |
| Admin fee / account holder | $79,978 | $7,957+905.1% | $13,005+515.0% | $6,940+1052.4% |