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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 | $102,429+648.6% | $147,096+421.3% | $80,925+847.6% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 17.15% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $16,366 | $3,716+340.5% | $4,936+231.6% | $2,756+493.8% |
| Participant deferral / active EE | $15,194 | $6,649+128.5% | $8,071+88.3% | $4,299+253.5% |
| Admin fee / account holder | $3,933 | $7,957-50.6% | $13,005-69.8% | $6,940-43.3% |