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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 | $686,079 | $105,210+552.1% | $159,487+330.2% | $85,851+699.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 17.08% | 45.08%-28.0pp | 263.71%-246.6pp | 318.63%-301.6pp |
| Employer contribution / active EE | $14,925 | $3,319+349.7% | $4,831+208.9% | $2,565+481.8% |
| Participant deferral / active EE | $17,457 | $5,946+193.6% | $7,354+137.4% | $3,952+341.7% |
| Admin fee / account holder | $25,983 | $6,934+274.7% | $10,804+140.5% | $6,261+315.0% |