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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 | $496,832 | $89,367+455.9% | $141,191+251.9% | $72,975+580.8% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 23.75% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $14,099 | $3,115+352.6% | $4,736+197.7% | $2,440+477.8% |
| Participant deferral / active EE | $11,258 | $5,419+107.8% | $6,710+67.8% | $3,608+212.1% |
| Admin fee / account holder | $41,773 | $5,957+601.3% | $10,264+307.0% | $5,124+715.2% |