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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 | $471,572 | $89,367+427.7% | $141,191+234.0% | $72,975+546.2% |
| Participation rate | 97.7% | 75.1%+22.5pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 23.52% | 111.87%-88.3pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $12,071 | $3,115+287.5% | $4,736+154.9% | $2,440+394.7% |
| Participant deferral / active EE | $11,254 | $5,419+107.7% | $6,710+67.7% | $3,608+211.9% |
| Admin fee / account holder | $8,830 | $5,957+48.2% | $10,264-14.0% | $5,124+72.3% |