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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 | $567,857 | $102,382+454.6% | $147,005+286.3% | $80,874+602.1% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 15.21% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $14,180 | $3,715+281.7% | $4,934+187.4% | $2,756+414.6% |
| Participant deferral / active EE | $16,283 | $6,646+145.0% | $8,070+101.8% | $4,297+278.9% |
| Admin fee / account holder | $62,901 | $7,942+692.0% | $13,006+383.6% | $6,935+807.0% |