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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 | $356,814 | $84,236+323.6% | $170,435+109.4% | $70,126+408.8% |
| Participation rate | 97.8% | 70.8%+26.9pp | 83.6%+14.2pp | 69.5%+28.2pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $13,382 | $3,387+295.1% | $5,432+146.3% | $2,343+471.3% |
| Participant deferral / active EE | $12,953 | $3,086+319.8% | $4,939+162.2% | $3,332+288.8% |
| Admin fee / account holder | $20,444 | $5,698+258.8% | $13,881+47.3% | $4,645+340.1% |