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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 | $540,646 | $91,525+490.7% | $130,026+315.8% | $75,181+619.1% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 19.78% | -631.40%+651.2pp | -137.26%+157.0pp | 160.69%-140.9pp |
| Employer contribution / active EE | $14,305 | $2,844+403.0% | $4,321+231.0% | $2,671+435.7% |
| Participant deferral / active EE | $9,893 | $4,342+127.8% | $5,821+70.0% | $4,126+139.8% |
| Admin fee / account holder | $1,883 | $6,778-72.2% | $10,608-82.2% | $5,650-66.7% |