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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 | $102,429+716.9% | $147,096+468.8% | $80,925+934.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 21.03% | 135.02%-114.0pp | 419.75%-398.7pp | 35.65%-14.6pp |
| Employer contribution / active EE | $17,197 | $3,716+362.8% | $4,936+248.4% | $2,756+523.9% |
| Participant deferral / active EE | $13,222 | $6,649+98.9% | $8,071+63.8% | $4,299+207.6% |
| Admin fee / account holder | $11,082 | $7,957+39.3% | $13,005-14.8% | $6,940+59.7% |