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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 | $836,737 | $102,422+716.9% | $147,117+468.8% | $80,959+933.5% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 21.03% | 135.16%-114.1pp | 420.54%-399.5pp | 35.67%-14.6pp |
| Employer contribution / active EE | $17,197 | $3,717+362.6% | $4,932+248.6% | $2,757+523.7% |
| Participant deferral / active EE | $13,222 | $6,652+98.8% | $8,065+64.0% | $4,300+207.5% |
| Admin fee / account holder | $11,082 | $7,953+39.3% | $12,993-14.7% | $6,925+60.0% |