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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 | $449,099 | $102,382+338.6% | $147,005+205.5% | $80,874+455.3% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 18.22% | 134.89%-116.7pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $13,228 | $3,715+256.1% | $4,934+168.1% | $2,756+380.0% |
| Participant deferral / active EE | $12,783 | $6,646+92.3% | $8,070+58.4% | $4,297+197.5% |
| Admin fee / account holder | $12,926 | $7,942+62.7% | $13,006-0.6% | $6,935+86.4% |