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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 | $490,481 | $84,236+482.3% | $170,435+187.8% | $70,126+599.4% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $19,303 | $3,387+469.9% | $5,432+255.3% | $2,343+724.0% |
| Participant deferral / active EE | $14,862 | $3,086+381.6% | $4,939+200.9% | $3,332+346.1% |
| Admin fee / account holder | $12,993 | $5,698+128.0% | $13,881-6.4% | $4,645+179.7% |