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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 | $85,206+482.2% | $172,745+187.2% | $72,986+579.7% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 19.19% | 27.32%-8.1pp | 802.90%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $18,500 | $3,325+456.5% | $5,144+259.6% | $2,440+658.2% |
| Participant deferral / active EE | $14,640 | $3,260+349.0% | $5,197+181.7% | $3,607+305.8% |
| Admin fee / account holder | $55,479 | $5,883+843.1% | $13,954+297.6% | $5,124+982.7% |