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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 | $287,546 | $89,367+221.8% | $141,191+103.7% | $72,975+294.0% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 20.01% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $7,316 | $3,115+134.9% | $4,736+54.5% | $2,440+199.8% |
| Participant deferral / active EE | $5,933 | $5,419+9.5% | $6,710-11.6% | $3,608+64.4% |
| Admin fee / account holder | $21,046 | $5,957+253.3% | $10,264+105.0% | $5,124+310.7% |