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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 | $363,017 | $95,406+280.5% | $185,849+95.3% | $85,847+322.9% |
| Participation rate | 97.9% | 68.8%+29.2pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 26.02% | 23.59%+2.4pp | 122.10%-96.1pp | 318.61%-292.6pp |
| Employer contribution / active EE | $14,383 | $3,314+334.0% | $5,169+178.3% | $2,565+460.7% |
| Participant deferral / active EE | $6,445 | $3,424+88.3% | $5,569+15.7% | $3,952+63.1% |
| Admin fee / account holder | $71,140 | $7,214+886.1% | $16,244+338.0% | $6,261+1036.3% |