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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 | $515,304 | $102,429+403.1% | $147,096+250.3% | $80,925+536.8% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 17.27% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $17,528 | $3,716+371.7% | $4,936+255.1% | $2,756+535.9% |
| Participant deferral / active EE | $14,261 | $6,649+114.5% | $8,071+76.7% | $4,299+231.8% |
| Admin fee / account holder | $29,076 | $7,957+265.4% | $13,005+123.6% | $6,940+319.0% |