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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 | $472,479 | $98,760+378.4% | $149,715+215.6% | $79,858+491.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.35% | 27.43%-10.1pp | 276.66%-259.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $11,528 | $3,217+258.4% | $4,645+148.2% | $2,471+366.6% |
| Participant deferral / active EE | $12,549 | $5,681+120.9% | $6,842+83.4% | $3,740+235.5% |
| Admin fee / account holder | $23,873 | $6,053+294.4% | $9,310+156.4% | $5,306+349.9% |