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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 | $574,193 | $102,429+460.6% | $147,096+290.4% | $80,925+609.5% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 15.52% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,400 | $3,716+45.3% | $4,936+9.4% | $2,756+95.9% |
| Participant deferral / active EE | $7,851 | $6,649+18.1% | $8,071-2.7% | $4,299+82.6% |
| Admin fee / account holder | $33,195 | $7,957+317.2% | $13,005+155.2% | $6,940+378.3% |