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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 | $461,026 | $105,200+338.2% | $159,474+189.1% | $85,847+437.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.59% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $8,002 | $3,319+141.1% | $4,831+65.7% | $2,565+211.9% |
| Participant deferral / active EE | $10,789 | $5,946+81.5% | $7,353+46.7% | $3,952+173.0% |
| Admin fee / account holder | $38,598 | $6,934+456.6% | $10,802+257.3% | $6,261+516.5% |