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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 | $428,697 | $89,370+379.7% | $141,197+203.6% | $72,976+487.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 23.27% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $18,491 | $3,115+493.6% | $4,736+290.4% | $2,440+657.8% |
| Participant deferral / active EE | $12,228 | $5,419+125.7% | $6,710+82.2% | $3,608+239.0% |
| Admin fee / account holder | $21,061 | $5,957+253.6% | $10,265+105.2% | $5,124+311.0% |