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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 | $397,675 | $90,530+339.3% | $76,030+423.0% | $145,897+172.6% |
| Participation rate | 92.3% | 74.4%+17.9pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 12.25% | 625.08%-612.8pp | 361.54%-349.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $15,020 | $3,319+352.5% | $2,688+458.9% | $4,663+222.1% |
| Participant deferral / active EE | $6,945 | $5,164+34.5% | $4,257+63.1% | $6,689+3.8% |
| Admin fee / account holder | $47,767 | $8,383+469.8% | $6,421+644.0% | $13,390+256.7% |