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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 | $102,385+510.0% | $147,080+324.6% | $80,935+671.6% |
| Participation rate | 91.2% | 75.9%+15.4pp | 82.2%+9.0pp | 67.7%+23.6pp |
| Annual return | 12.68% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $11,969 | $3,717+222.0% | $4,933+142.6% | $2,757+334.2% |
| Participant deferral / active EE | $11,720 | $6,651+76.2% | $8,066+45.3% | $4,299+172.6% |
| Admin fee / account holder | $8,690 | $7,951+9.3% | $12,989-33.1% | $6,924+25.5% |