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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 | $617,624 | $102,422+503.0% | $147,117+319.8% | $80,959+662.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.28% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $17,664 | $3,717+375.2% | $4,932+258.1% | $2,757+540.6% |
| Participant deferral / active EE | $17,352 | $6,652+160.9% | $8,065+115.2% | $4,300+303.5% |
| Admin fee / account holder | $472 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |