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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 | $102,385+501.9% | $147,080+319.0% | $80,935+661.4% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 12.22% | 135.09%-122.9pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $8,943 | $3,717+140.6% | $4,933+81.3% | $2,757+224.4% |
| Participant deferral / active EE | $19,515 | $6,651+193.4% | $8,066+141.9% | $4,299+353.9% |
| Admin fee / account holder | $50,565 | $7,951+535.9% | $12,989+289.3% | $6,924+630.2% |