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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 | $565,201 | $98,776+472.2% | $149,745+277.4% | $79,856+607.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 16.23% | 27.38%-11.1pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,766 | $3,217+79.2% | $4,646+24.1% | $2,471+133.3% |
| Participant deferral / active EE | $12,636 | $5,681+122.4% | $6,843+84.7% | $3,741+237.8% |
| Admin fee / account holder | $20,552 | $6,053+239.5% | $9,312+120.7% | $5,306+287.3% |