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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 | $500,002 | $89,370+459.5% | $141,197+254.1% | $72,976+585.2% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 20.76% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $11,235 | $3,115+260.7% | $4,736+137.2% | $2,440+360.5% |
| Participant deferral / active EE | $10,322 | $5,419+90.5% | $6,710+53.8% | $3,608+186.1% |
| Admin fee / account holder | $17,794 | $5,957+198.7% | $10,265+73.4% | $5,124+247.3% |