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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 | $543,393 | $102,385+430.7% | $147,080+269.5% | $80,935+571.4% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 12.16% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $5,028 | $3,717+35.3% | $4,933+1.9% | $2,757+82.4% |
| Participant deferral / active EE | $10,769 | $6,651+61.9% | $8,066+33.5% | $4,299+150.5% |
| Admin fee / account holder | $53,302 | $7,951+570.4% | $12,989+310.4% | $6,924+669.8% |