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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 | $766,810 | $102,382+649.0% | $147,005+421.6% | $80,874+848.2% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 17.15% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $16,366 | $3,715+340.5% | $4,934+231.7% | $2,756+493.9% |
| Participant deferral / active EE | $15,194 | $6,646+128.6% | $8,070+88.3% | $4,297+253.6% |
| Admin fee / account holder | $3,933 | $7,942-50.5% | $13,006-69.8% | $6,935-43.3% |