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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 | $860,873 | $102,429+740.5% | $147,096+485.2% | $80,925+963.8% |
| Participation rate | 91.1% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 12.18% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $11,845 | $3,716+218.8% | $4,936+140.0% | $2,756+329.8% |
| Participant deferral / active EE | $12,544 | $6,649+88.7% | $8,071+55.4% | $4,299+191.8% |
| Admin fee / account holder | $29,491 | $7,957+270.6% | $13,005+126.8% | $6,940+324.9% |