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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 | $102,429+503.0% | $147,096+319.9% | $80,925+663.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.28% | 135.02%-121.7pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $17,664 | $3,716+375.4% | $4,936+257.9% | $2,756+540.9% |
| Participant deferral / active EE | $17,352 | $6,649+161.0% | $8,071+115.0% | $4,299+303.7% |
| Admin fee / account holder | $472 | $7,957-94.1% | $13,005-96.4% | $6,940-93.2% |