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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 | $616,235 | $102,382+501.9% | $147,005+319.2% | $80,874+662.0% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 12.22% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $8,943 | $3,715+140.7% | $4,934+81.2% | $2,756+224.5% |
| Participant deferral / active EE | $19,515 | $6,646+193.6% | $8,070+141.8% | $4,297+354.2% |
| Admin fee / account holder | $50,565 | $7,942+536.6% | $13,006+288.8% | $6,935+629.1% |