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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 | $521,258 | $89,370+483.3% | $141,197+269.2% | $72,976+614.3% |
| Participation rate | 96.9% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 19.18% | 111.88%-92.7pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $7,998 | $3,115+156.8% | $4,736+68.9% | $2,440+227.8% |
| Participant deferral / active EE | $7,903 | $5,419+45.9% | $6,710+17.8% | $3,608+119.1% |
| Admin fee / account holder | $44,658 | $5,957+649.7% | $10,265+335.1% | $5,124+771.5% |