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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 | $493,252 | $95,406+417.0% | $185,849+165.4% | $85,847+474.6% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 14.56% | 23.59%-9.0pp | 122.10%-107.5pp | 318.61%-304.1pp |
| Employer contribution / active EE | $17,627 | $3,314+432.0% | $5,169+241.1% | $2,565+587.1% |
| Participant deferral / active EE | $14,348 | $3,424+319.1% | $5,569+157.7% | $3,952+263.1% |
| Admin fee / account holder | $24,538 | $7,214+240.1% | $16,244+51.1% | $6,261+291.9% |