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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 | $759,716 | $77,157+884.6% | $108,405+600.8% | $85,847+785.0% |
| Participation rate | 88.9% | 74.7%+14.2pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 15.76% | 44.55%-28.8pp | 905.55%-889.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $13,436 | $2,379+464.7% | $3,559+277.5% | $2,565+423.7% |
| Participant deferral / active EE | $18,297 | $5,567+228.7% | $6,563+178.8% | $3,952+363.0% |
| Admin fee / account holder | $26,905 | $5,174+420.0% | $7,297+268.7% | $6,261+329.7% |