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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 | $703,125 | $162,821+331.8% | $133,978+424.8% | $158,982+342.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 8.62% | 41.95%-33.3pp | 45.10%-36.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $8,186 | $4,976+64.5% | $3,919+108.9% | $4,763+71.9% |
| Participant deferral / active EE | $15,538 | $5,910+162.9% | $5,047+207.9% | $5,983+159.7% |
| Admin fee / account holder | $208,248 | $11,742+1673.6% | $8,930+2232.0% | $11,252+1750.8% |