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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 | $535,277 | $85,171+528.5% | $172,753+209.9% | $72,976+633.5% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.6%+10.8pp | 69.5%+24.0pp |
| Annual return | 17.22% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $22,051 | $3,324+563.4% | $5,144+328.7% | $2,440+803.7% |
| Participant deferral / active EE | $15,534 | $3,260+376.5% | $5,198+198.9% | $3,608+330.6% |
| Admin fee / account holder | $33,172 | $5,880+464.1% | $13,956+137.7% | $5,124+547.4% |