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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 | $477,542 | $102,382+366.4% | $147,005+224.8% | $80,874+490.5% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 15.10% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $11,706 | $3,715+215.1% | $4,934+137.2% | $2,756+324.8% |
| Participant deferral / active EE | $14,581 | $6,646+119.4% | $8,070+80.7% | $4,297+239.3% |
| Admin fee / account holder | $42,036 | $7,942+429.3% | $13,006+223.2% | $6,935+506.1% |