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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 | $403,193 | $89,370+351.1% | $141,197+185.6% | $72,976+452.5% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 22.28% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $14,600 | $3,115+368.7% | $4,736+208.3% | $2,440+498.4% |
| Participant deferral / active EE | $14,266 | $5,419+163.3% | $6,710+112.6% | $3,608+295.4% |
| Admin fee / account holder | $30,041 | $5,957+404.3% | $10,265+192.7% | $5,124+486.3% |