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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 | $534,845 | $78,428+582.0% | $95,960+457.4% | $79,852+569.8% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 40.54% | 19.37%+21.2pp | 91.63%-51.1pp | 31.72%+8.8pp |
| Employer contribution / active EE | $6,853 | $1,945+252.3% | $2,541+169.7% | $2,471+177.3% |
| Participant deferral / active EE | $12,242 | $3,440+255.9% | $4,167+193.8% | $3,740+227.3% |
| Admin fee / account holder | $41,219 | $5,622+633.1% | $6,797+506.4% | $5,306+676.8% |