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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 | $433,592 | $85,171+409.1% | $172,752+151.0% | $72,975+494.2% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 21.19% | 27.32%-6.1pp | 802.97%-781.8pp | 81.01%-59.8pp |
| Employer contribution / active EE | $14,155 | $3,324+325.9% | $5,144+175.2% | $2,440+480.1% |
| Participant deferral / active EE | $19,097 | $3,260+485.8% | $5,198+267.4% | $3,608+429.3% |
| Admin fee / account holder | $14,179 | $5,880+141.1% | $13,955+1.6% | $5,124+176.7% |