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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 | $329,016 | $85,171+286.3% | $172,753+90.5% | $72,976+350.9% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 23.77% | 27.32%-3.6pp | 803.00%-779.2pp | 81.02%-57.2pp |
| Employer contribution / active EE | $15,036 | $3,324+352.3% | $5,144+192.3% | $2,440+516.2% |
| Participant deferral / active EE | $16,508 | $3,260+406.4% | $5,198+217.6% | $3,608+357.6% |
| Admin fee / account holder | $30,554 | $5,880+419.6% | $13,956+118.9% | $5,124+496.3% |