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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 | $549,694 | $75,962+623.6% | $154,108+256.7% | $64,173+756.6% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | 11.40% | 30.32%-18.9pp | 735.21%-723.8pp | 7.63%+3.8pp |
| Employer contribution / active EE | $14,893 | $3,350+344.6% | $5,298+181.1% | $2,381+525.5% |
| Participant deferral / active EE | $14,098 | $3,175+344.1% | $5,081+177.5% | $3,470+306.3% |
| Admin fee / account holder | $16,060 | $5,589+187.4% | $13,411+19.8% | $4,887+228.6% |