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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 | $491,152 | $89,370+449.6% | $141,197+247.8% | $72,976+573.0% |
| Participation rate | 90.3% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 21.02% | 111.88%-90.9pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $9,616 | $3,115+208.7% | $4,736+103.0% | $2,440+294.1% |
| Participant deferral / active EE | $11,007 | $5,419+103.1% | $6,710+64.0% | $3,608+205.1% |
| Admin fee / account holder | $63,430 | $5,957+964.8% | $10,265+517.9% | $5,124+1137.9% |