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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 | $412,944 | $89,370+362.1% | $141,197+192.5% | $72,976+465.9% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.53% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $13,842 | $3,115+344.4% | $4,736+192.3% | $2,440+467.3% |
| Participant deferral / active EE | $11,711 | $5,419+116.1% | $6,710+74.5% | $3,608+224.6% |
| Admin fee / account holder | $20,975 | $5,957+252.1% | $10,265+104.3% | $5,124+309.3% |