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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 | $526,496 | $102,422+414.0% | $147,117+257.9% | $80,959+550.3% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.35% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $15,077 | $3,717+305.6% | $4,932+205.7% | $2,757+446.8% |
| Participant deferral / active EE | $11,905 | $6,652+79.0% | $8,065+47.6% | $4,300+176.8% |
| Admin fee / account holder | $49,262 | $7,953+519.4% | $12,993+279.2% | $6,925+611.3% |