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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 | $442,350 | $89,370+395.0% | $141,197+213.3% | $72,976+506.2% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 19.28% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $5,695 | $3,115+82.8% | $4,736+20.2% | $2,440+133.4% |
| Participant deferral / active EE | $14,215 | $5,419+162.3% | $6,710+111.8% | $3,608+294.0% |
| Admin fee / account holder | $17,579 | $5,957+195.1% | $10,265+71.3% | $5,124+243.1% |