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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 | $102,429+596.6% | $147,096+385.1% | $80,925+781.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.47% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $6,746 | $3,716+81.6% | $4,936+36.7% | $2,756+144.8% |
| Participant deferral / active EE | $13,580 | $6,649+104.2% | $8,071+68.2% | $4,299+215.9% |
| Admin fee / account holder | $18,891 | $7,957+137.4% | $13,005+45.3% | $6,940+172.2% |