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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 | $481,530 | $89,370+438.8% | $141,197+241.0% | $72,976+559.8% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 20.14% | 111.88%-91.7pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $15,807 | $3,115+407.4% | $4,736+233.7% | $2,440+547.8% |
| Participant deferral / active EE | $10,632 | $5,419+96.2% | $6,710+58.5% | $3,608+194.7% |
| Admin fee / account holder | $28,533 | $5,957+379.0% | $10,265+178.0% | $5,124+456.8% |