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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 | $469,311 | $85,171+451.0% | $172,753+171.7% | $72,976+543.1% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 23.41% | 27.32%-3.9pp | 803.00%-779.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $17,348 | $3,324+421.9% | $5,144+237.3% | $2,440+611.0% |
| Participant deferral / active EE | $10,380 | $3,260+218.4% | $5,198+99.7% | $3,608+187.7% |
| Admin fee / account holder | $14,532 | $5,880+147.1% | $13,956+4.1% | $5,124+183.6% |