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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 | $410,916 | $84,236+387.8% | $170,435+141.1% | $70,126+486.0% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 41.32% | 23.06%+18.3pp | 205.94%-164.6pp | 73.15%-31.8pp |
| Employer contribution / active EE | $21,845 | $3,387+544.9% | $5,432+302.1% | $2,343+832.5% |
| Participant deferral / active EE | $12,861 | $3,086+316.8% | $4,939+160.4% | $3,332+286.0% |
| Admin fee / account holder | $2,845 | $5,698-50.1% | $13,881-79.5% | $4,645-38.8% |