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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 | $450,658 | $102,429+340.0% | $147,096+206.4% | $80,925+456.9% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 20.39% | 135.02%-114.6pp | 419.75%-399.4pp | 35.65%-15.3pp |
| Employer contribution / active EE | $4,318 | $3,716+16.2% | $4,936-12.5% | $2,756+56.7% |
| Participant deferral / active EE | $13,744 | $6,649+106.7% | $8,071+70.3% | $4,299+219.7% |
| Admin fee / account holder | $52,776 | $7,957+563.3% | $13,005+305.8% | $6,940+660.4% |