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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 | $627,531 | $102,429+512.7% | $147,096+326.6% | $80,925+675.4% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 13.03% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $18,679 | $3,716+402.7% | $4,936+278.4% | $2,756+577.7% |
| Participant deferral / active EE | $17,793 | $6,649+167.6% | $8,071+120.5% | $4,299+313.9% |
| Admin fee / account holder | $18,089 | $7,957+127.3% | $13,005+39.1% | $6,940+160.6% |