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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 | $375,443 | $85,171+340.8% | $172,753+117.3% | $72,976+414.5% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 20.30% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $13,297 | $3,324+300.0% | $5,144+158.5% | $2,440+444.9% |
| Participant deferral / active EE | $9,585 | $3,260+194.0% | $5,198+84.4% | $3,608+165.7% |
| Admin fee / account holder | $137,564 | $5,880+2239.4% | $13,956+885.7% | $5,124+2584.6% |