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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 | $473,116 | $89,370+429.4% | $141,197+235.1% | $72,976+548.3% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 21.34% | 111.88%-90.5pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $22,206 | $3,115+612.9% | $4,736+368.9% | $2,440+810.1% |
| Participant deferral / active EE | $13,111 | $5,419+142.0% | $6,710+95.4% | $3,608+263.4% |
| Admin fee / account holder | $10,826 | $5,957+81.7% | $10,265+5.5% | $5,124+111.3% |