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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 | $545,774 | $89,370+510.7% | $141,197+286.5% | $72,976+647.9% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 23.95% | 111.88%-87.9pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $5,119 | $3,115+64.3% | $4,736+8.1% | $2,440+109.8% |
| Participant deferral / active EE | $12,499 | $5,419+130.7% | $6,710+86.3% | $3,608+246.5% |
| Admin fee / account holder | $27,110 | $5,957+355.1% | $10,265+164.1% | $5,124+429.1% |