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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 | $685,742 | $105,195+551.9% | $159,450+330.1% | $85,854+698.7% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 14.17% | 45.08%-30.9pp | 263.60%-249.4pp | 318.56%-304.4pp |
| Employer contribution / active EE | $17,353 | $3,319+422.9% | $4,830+259.3% | $2,565+576.5% |
| Participant deferral / active EE | $10,910 | $5,946+83.5% | $7,352+48.4% | $3,952+176.1% |
| Admin fee / account holder | $9,955 | $6,934+43.6% | $10,800-7.8% | $6,260+59.0% |