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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 | $601,090 | $95,406+530.0% | $185,849+223.4% | $85,847+600.2% |
| Participation rate | 94.1% | 68.8%+25.4pp | 81.7%+12.4pp | 69.3%+24.8pp |
| Annual return | 16.63% | 23.59%-7.0pp | 122.10%-105.5pp | 318.61%-302.0pp |
| Employer contribution / active EE | $21,169 | $3,314+538.8% | $5,169+309.6% | $2,565+725.2% |
| Participant deferral / active EE | $15,625 | $3,424+356.4% | $5,569+180.6% | $3,952+295.4% |
| Admin fee / account holder | $2,375 | $7,214-67.1% | $16,244-85.4% | $6,261-62.1% |