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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 | $461,498 | $98,776+367.2% | $149,745+208.2% | $79,856+477.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 17.39% | 27.38%-10.0pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $18,429 | $3,217+472.8% | $4,646+296.7% | $2,471+645.7% |
| Participant deferral / active EE | $12,848 | $5,681+126.1% | $6,843+87.8% | $3,741+243.5% |
| Admin fee / account holder | $38,898 | $6,053+542.7% | $9,312+317.7% | $5,306+633.0% |