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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 | $566,181 | $755,339-25.0% | $379,746+49.1% | $158,966+256.2% |
| Participation rate | 94.4% | 81.8%+12.7pp | 78.4%+16.0pp | 82.0%+12.5pp |
| Annual return | 11.50% | 53.41%-41.9pp | 34.90%-23.4pp | 302.95%-291.5pp |
| Employer contribution / active EE | $20,408 | $4,685+335.6% | $3,540+476.5% | $4,762+328.5% |
| Participant deferral / active EE | $11,278 | $7,938+42.1% | $6,024+87.2% | $5,983+88.5% |
| Admin fee / account holder | $93,033 | $14,482+542.4% | $7,927+1073.7% | $11,250+727.0% |