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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 | $490,586 | $91,179+438.0% | $178,499+174.8% | $79,852+514.4% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 32.09% | 24.19%+7.9pp | 151.10%-119.0pp | 31.72%+0.4pp |
| Employer contribution / active EE | $20,199 | $3,256+520.4% | $5,011+303.1% | $2,471+717.4% |
| Participant deferral / active EE | $18,253 | $3,236+464.1% | $5,202+250.9% | $3,740+388.0% |
| Admin fee / account holder | $13,663 | $6,749+102.5% | $13,986-2.3% | $5,306+157.5% |