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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 | $513,815 | $98,776+420.2% | $149,745+243.1% | $79,856+543.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 14.22% | 27.38%-13.2pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $15,589 | $3,217+384.6% | $4,646+235.6% | $2,471+530.8% |
| Participant deferral / active EE | $11,268 | $5,681+98.3% | $6,843+64.7% | $3,741+201.2% |
| Admin fee / account holder | $101,067 | $6,053+1569.8% | $9,312+985.4% | $5,306+1804.6% |