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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 | $99,875+837.8% | $146,866+537.7% | $86,983+976.8% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 17.11% | 28.10%-11.0pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $14,523 | $3,224+350.4% | $4,425+228.2% | $2,584+461.9% |
| Participant deferral / active EE | $14,853 | $6,322+134.9% | $7,759+91.4% | $4,194+254.2% |
| Admin fee / account holder | $22,144 | $7,838+182.5% | $13,620+62.6% | $7,856+181.9% |