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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 | $624,506 | $102,422+509.7% | $147,117+324.5% | $80,959+671.4% |
| Participation rate | 91.2% | 75.9%+15.4pp | 82.2%+9.0pp | 67.7%+23.6pp |
| Annual return | 12.68% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $11,969 | $3,717+222.0% | $4,932+142.7% | $2,757+334.1% |
| Participant deferral / active EE | $11,720 | $6,652+76.2% | $8,065+45.3% | $4,300+172.5% |
| Admin fee / account holder | $8,690 | $7,953+9.3% | $12,993-33.1% | $6,925+25.5% |