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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 | $102,429+338.4% | $147,096+205.3% | $80,925+455.0% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 18.22% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $13,228 | $3,716+256.0% | $4,936+168.0% | $2,756+379.9% |
| Participant deferral / active EE | $12,783 | $6,649+92.3% | $8,071+58.4% | $4,299+197.4% |
| Admin fee / account holder | $12,926 | $7,957+62.4% | $13,005-0.6% | $6,940+86.2% |