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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 | $564,644 | $96,691+484.0% | $86,656+551.6% | $139,487+304.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 22.71% | 106.87%-84.2pp | 593.09%-570.4pp | 373.84%-351.1pp |
| Employer contribution / active EE | $1,951 | $3,267-40.3% | $3,025-35.5% | $4,755-59.0% |
| Participant deferral / active EE | $14,221 | $4,838+194.0% | $4,439+220.4% | $6,713+111.9% |
| Admin fee / account holder | $11,885 | $6,414+85.3% | $5,619+111.5% | $11,407+4.2% |