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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 | $459,223 | $107,421+327.5% | $182,262+152.0% | $94,015+388.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 84.2%+6.7pp | 70.8%+20.1pp |
| Annual return | 16.18% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $18,269 | $3,448+429.9% | $5,046+262.1% | $2,790+554.8% |
| Participant deferral / active EE | $15,588 | $6,558+137.7% | $8,276+88.3% | $4,249+266.8% |
| Admin fee / account holder | $39,101 | $8,692+349.9% | $16,712+134.0% | $8,951+336.8% |