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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 | $821,656 | $102,393+702.5% | $147,041+458.8% | $80,911+915.5% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 14.61% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $9,600 | $3,715+158.4% | $4,935+94.5% | $2,756+248.4% |
| Participant deferral / active EE | $16,451 | $6,647+147.5% | $8,071+103.8% | $4,297+282.8% |
| Admin fee / account holder | $56,967 | $7,943+617.2% | $13,006+338.0% | $6,935+721.5% |