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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 | $90,691+338.5% | $76,119+422.4% | $145,884+172.6% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 12.25% | 624.52%-612.3pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $15,020 | $3,329+351.2% | $2,693+457.8% | $4,662+222.2% |
| Participant deferral / active EE | $6,945 | $5,167+34.4% | $4,259+63.0% | $6,690+3.8% |
| Admin fee / account holder | $47,767 | $8,383+469.8% | $6,421+643.9% | $13,392+256.7% |