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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 | $509,457 | $85,171+498.2% | $172,752+194.9% | $72,975+598.1% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.7pp |
| Annual return | 17.07% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $17,855 | $3,324+437.1% | $5,144+247.1% | $2,440+631.7% |
| Participant deferral / active EE | $12,276 | $3,260+276.6% | $5,198+136.2% | $3,608+240.3% |
| Admin fee / account holder | $56,904 | $5,880+867.7% | $13,955+307.8% | $5,124+1010.5% |