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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 | $328,061 | $85,171+285.2% | $172,753+89.9% | $72,976+349.5% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 24.07% | 27.32%-3.3pp | 803.00%-778.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $13,615 | $3,324+309.6% | $5,144+164.7% | $2,440+458.0% |
| Participant deferral / active EE | $11,005 | $3,260+237.6% | $5,198+111.7% | $3,608+205.1% |
| Admin fee / account holder | $8,321 | $5,880+41.5% | $13,956-40.4% | $5,124+62.4% |