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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 | $936,610 | $107,421+771.9% | $182,262+413.9% | $94,015+896.2% |
| Participation rate | 98.6% | 77.8%+20.8pp | 84.2%+14.4pp | 70.8%+27.8pp |
| Annual return | 17.11% | 21.32%-4.2pp | 140.60%-123.5pp | 17.84%-0.7pp |
| Employer contribution / active EE | $14,523 | $3,448+321.2% | $5,046+187.8% | $2,790+420.5% |
| Participant deferral / active EE | $14,853 | $6,558+126.5% | $8,276+79.5% | $4,249+249.5% |
| Admin fee / account holder | $22,144 | $8,692+154.8% | $16,712+32.5% | $8,951+147.4% |