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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 | $360,593 | $89,370+303.5% | $141,197+155.4% | $72,976+394.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 20.43% | 111.88%-91.4pp | 71.41%-51.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $12,271 | $3,115+294.0% | $4,736+159.1% | $2,440+402.9% |
| Participant deferral / active EE | $7,218 | $5,419+33.2% | $6,710+7.6% | $3,608+100.1% |
| Admin fee / account holder | $18,317 | $5,957+207.5% | $10,265+78.4% | $5,124+257.5% |