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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 | $496,098 | $85,171+482.5% | $172,753+187.2% | $72,976+579.8% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 19.19% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $18,500 | $3,324+456.6% | $5,144+259.7% | $2,440+658.2% |
| Participant deferral / active EE | $14,640 | $3,260+349.1% | $5,198+181.7% | $3,608+305.8% |
| Admin fee / account holder | $55,479 | $5,880+843.5% | $13,956+297.5% | $5,124+982.7% |