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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 | $697,209 | $107,941+545.9% | $91,994+657.9% | $152,909+356.0% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.5%+7.5pp |
| Annual return | 21.47% | 89.28%-67.8pp | 69.04%-47.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $14,873 | $4,212+253.2% | $3,453+330.8% | $4,764+212.2% |
| Participant deferral / active EE | $8,517 | $6,366+33.8% | $5,924+43.8% | $5,851+45.6% |
| Admin fee / account holder | $911 | $10,521-91.3% | $7,744-88.2% | $11,601-92.1% |