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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 | $368,346 | $89,370+312.2% | $141,197+160.9% | $72,976+404.7% |
| Participation rate | 89.6% | 75.1%+14.4pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 19.96% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.1pp |
| Employer contribution / active EE | $11,136 | $3,115+257.5% | $4,736+135.1% | $2,440+356.4% |
| Participant deferral / active EE | $9,507 | $5,419+75.5% | $6,710+41.7% | $3,608+163.5% |
| Admin fee / account holder | $26,119 | $5,957+338.5% | $10,265+154.4% | $5,124+409.7% |