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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 | $680,642 | $102,429+564.5% | $147,096+362.7% | $80,925+741.1% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 14.98% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,423 | $3,716+46.0% | $4,936+9.9% | $2,756+96.8% |
| Participant deferral / active EE | $10,083 | $6,649+51.7% | $8,071+24.9% | $4,299+134.6% |
| Admin fee / account holder | $13,302 | $7,957+67.2% | $13,005+2.3% | $6,940+91.7% |