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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 | $654,579 | $89,370+632.4% | $141,197+363.6% | $72,976+797.0% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 21.82% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $9,640 | $3,115+209.5% | $4,736+103.5% | $2,440+295.1% |
| Participant deferral / active EE | $13,897 | $5,419+156.5% | $6,710+107.1% | $3,608+285.2% |
| Admin fee / account holder | $47,593 | $5,957+699.0% | $10,265+363.6% | $5,124+828.8% |