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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 | $586,681 | $95,416+514.9% | $185,818+215.7% | $85,854+583.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.95% | 23.59%-11.6pp | 122.06%-110.1pp | 318.56%-306.6pp |
| Employer contribution / active EE | $9,934 | $3,314+199.8% | $5,168+92.2% | $2,565+287.3% |
| Participant deferral / active EE | $5,789 | $3,424+69.1% | $5,568+4.0% | $3,952+46.5% |
| Admin fee / account holder | $18,124 | $7,213+151.3% | $16,239+11.6% | $6,260+189.5% |