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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 | $102,422+366.2% | $147,117+224.6% | $80,959+489.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 15.10% | 135.16%-120.1pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $11,706 | $3,717+214.9% | $4,932+137.3% | $2,757+324.5% |
| Participant deferral / active EE | $14,581 | $6,652+119.2% | $8,065+80.8% | $4,300+239.1% |
| Admin fee / account holder | $42,036 | $7,953+428.5% | $12,993+223.5% | $6,925+507.0% |