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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 | $460,475 | $85,171+440.6% | $172,752+166.6% | $72,975+531.0% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 28.86% | 27.32%+1.5pp | 802.97%-774.1pp | 81.01%-52.2pp |
| Employer contribution / active EE | $26,105 | $3,324+685.3% | $5,144+407.5% | $2,440+969.8% |
| Participant deferral / active EE | $16,292 | $3,260+399.8% | $5,198+213.4% | $3,608+351.6% |
| Admin fee / account holder | $26,231 | $5,880+346.1% | $13,955+88.0% | $5,124+411.9% |