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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 | $102,382+414.2% | $147,005+258.1% | $80,874+551.0% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 17.35% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $15,077 | $3,715+305.9% | $4,934+205.6% | $2,756+447.1% |
| Participant deferral / active EE | $11,905 | $6,646+79.1% | $8,070+47.5% | $4,297+177.1% |
| Admin fee / account holder | $49,262 | $7,942+520.2% | $13,006+278.8% | $6,935+610.3% |