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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 | $713,519 | $102,382+596.9% | $147,005+385.4% | $80,874+782.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.47% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $6,746 | $3,715+81.6% | $4,934+36.7% | $2,756+144.8% |
| Participant deferral / active EE | $13,580 | $6,646+104.3% | $8,070+68.3% | $4,297+216.0% |
| Admin fee / account holder | $18,891 | $7,942+137.9% | $13,006+45.2% | $6,935+172.4% |