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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 | $409,427 | $109,359+274.4% | $162,185+152.4% | $72,976+461.0% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 23.16% | 25.46%-2.3pp | 115.61%-92.4pp | 81.02%-57.9pp |
| Employer contribution / active EE | $11,788 | $3,907+201.7% | $5,613+110.0% | $2,440+383.1% |
| Participant deferral / active EE | $10,259 | $5,481+87.2% | $7,297+40.6% | $3,608+184.4% |
| Admin fee / account holder | $46,460 | $7,972+482.8% | $10,844+328.4% | $5,124+806.7% |