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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 | $745,940 | $68,398+990.6% | $94,664+688.0% | $75,173+892.3% |
| Participation rate | 94.3% | 76.1%+18.2pp | 80.8%+13.5pp | 67.2%+27.1pp |
| Annual return | 19.16% | 616.72%-597.6pp | 156.84%-137.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $5,191 | $2,701+92.2% | $3,673+41.3% | $2,671+94.4% |
| Participant deferral / active EE | $21,073 | $6,537+222.4% | $7,417+184.1% | $4,126+410.7% |
| Admin fee / account holder | $13,220 | $5,324+148.3% | $7,222+83.1% | $5,651+134.0% |