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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 | $537,462 | $89,370+501.4% | $141,197+280.6% | $72,976+636.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 23.37% | 111.88%-88.5pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $12,062 | $3,115+287.2% | $4,736+154.7% | $2,440+394.3% |
| Participant deferral / active EE | $13,106 | $5,419+141.9% | $6,710+95.3% | $3,608+263.3% |
| Admin fee / account holder | $65,629 | $5,957+1001.8% | $10,265+539.4% | $5,124+1180.8% |