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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 | $102,429+509.7% | $147,096+324.6% | $80,925+671.7% |
| Participation rate | 91.2% | 75.9%+15.4pp | 82.2%+9.0pp | 67.7%+23.6pp |
| Annual return | 12.68% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $11,969 | $3,716+222.1% | $4,936+142.5% | $2,756+334.3% |
| Participant deferral / active EE | $11,720 | $6,649+76.3% | $8,071+45.2% | $4,299+172.7% |
| Admin fee / account holder | $8,690 | $7,957+9.2% | $13,005-33.2% | $6,940+25.2% |