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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 | $587,494 | $99,875+488.2% | $146,866+300.0% | $86,983+575.4% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 16.38% | 28.10%-11.7pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $21,803 | $3,224+576.2% | $4,425+392.8% | $2,584+743.6% |
| Participant deferral / active EE | $23,789 | $6,322+276.3% | $7,759+206.6% | $4,194+467.2% |
| Admin fee / account holder | $35,094 | $7,838+347.8% | $13,620+157.7% | $7,856+346.7% |