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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 | $583,854 | $98,776+491.1% | $149,745+289.9% | $79,856+631.1% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 15.82% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $12,406 | $3,217+285.6% | $4,646+167.0% | $2,471+402.0% |
| Participant deferral / active EE | $10,766 | $5,681+89.5% | $6,843+57.3% | $3,741+187.8% |
| Admin fee / account holder | $73,641 | $6,053+1116.7% | $9,312+690.8% | $5,306+1287.8% |