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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 | $703,938 | $70,684+895.9% | $169,390+315.6% | $75,173+836.4% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.2%+19.6pp | 67.2%+29.6pp |
| Annual return | 18.43% | 36.38%-18.0pp | 406.07%-387.6pp | 160.72%-142.3pp |
| Employer contribution / active EE | $9,997 | $2,211+352.2% | $4,013+149.1% | $2,671+274.3% |
| Participant deferral / active EE | $15,717 | $4,310+264.7% | $6,222+152.6% | $4,126+280.9% |
| Admin fee / account holder | $4,552 | $5,404-15.8% | $9,015-49.5% | $5,651-19.4% |