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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 | $706,829 | $102,382+590.4% | $147,005+380.8% | $80,874+774.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 13.70% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $15,837 | $3,715+326.3% | $4,934+221.0% | $2,756+474.7% |
| Participant deferral / active EE | $19,056 | $6,646+186.7% | $8,070+136.1% | $4,297+343.5% |
| Admin fee / account holder | $205,242 | $7,942+2484.1% | $13,006+1478.0% | $6,935+2859.4% |