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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 | $536,364 | $102,382+423.9% | $147,005+264.9% | $80,874+563.2% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 12.93% | 134.89%-122.0pp | 418.76%-405.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $22,741 | $3,715+512.2% | $4,934+360.9% | $2,756+725.2% |
| Participant deferral / active EE | $13,728 | $6,646+106.6% | $8,070+70.1% | $4,297+219.5% |
| Admin fee / account holder | $94,402 | $7,942+1088.6% | $13,006+625.8% | $6,935+1261.2% |