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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 | $102,385+423.9% | $147,080+264.7% | $80,935+562.7% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 12.93% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $22,741 | $3,717+511.8% | $4,933+361.0% | $2,757+724.9% |
| Participant deferral / active EE | $13,728 | $6,651+106.4% | $8,066+70.2% | $4,299+219.3% |
| Admin fee / account holder | $94,402 | $7,951+1087.2% | $12,989+626.8% | $6,924+1263.3% |