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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 | $470,440 | $109,359+330.2% | $162,185+190.1% | $72,976+544.7% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 34.18% | 25.46%+8.7pp | 115.61%-81.4pp | 81.02%-46.8pp |
| Employer contribution / active EE | $18,850 | $3,907+382.4% | $5,613+235.8% | $2,440+672.5% |
| Participant deferral / active EE | $12,926 | $5,481+135.8% | $7,297+77.1% | $3,608+258.3% |
| Admin fee / account holder | $37,225 | $7,972+367.0% | $10,844+243.3% | $5,124+626.5% |